WHO WE ARE

Operated by four partners with a combined 60 years industry experience, Personalized Financial Solutions Group was founded with the shared goal to be the leading one-stop destination for all your professional financial planning needs.

Our passion to revolutionize the client experience; delivering expert advice, and incorporating state of the art technology into a traditionally stale business model that’s been historically complacent and slow to adapt change. View our individual profiles to meet our team and see our unique approach to how we work with our clients.

WHAT WE DO

The needs of individuals and businesses across Canada are unique and complex. Often a holistic
approach is needed to navigate the nuances of individual financial needs. From investment management, retirement and estate planning, and business planning strategies and more; our clients’ wants and specific situations deserve a custom-tailored and personalized plan that employs a wide range of financial solutions.

HOW WE DO IT

Our proven planning process that’s been integral in helping thousands of Canadian families and businesses make better financial decisions. This process been adapted from the FP Canada Standards Council™; the Standards of Professional Responsibility which are regularly reviewed to ensure they are relevant, keep pace with changes in the financial planning profession, and meet the expectations and needs of all Canadians.

Meet The Team

Peter

Partner

“As Partner with Personalized Financial Solutions, we aim to revolutionize and evolve what it means to work alongside a financial advisor. Utilizing cutting-edge planning and investment technology, exceeding expectations and providing…”

Troy

Partner

“Money is a very personal thing to all people. We all work hard for what we have, and most of us work to live and don’t live to work. We all want to make smart choices with our money so we can have a quality life with the people that matter the most…“

Connor

Partner

“There are two major currencies in life. Money is the obvious one, but the one that is often overlooked is time. Finding the proper balance can be difficult, with many people spending their entire lives trying to figure it out. “Do I spend more time…“

Tim

Partner

“As a Certified Financial Planner (CFP) since 2010, Tim Kleinschmidt helps business owners, professionals and their families make better decision with their money. He uses many different financial strategies to help his clients achieve…“

Cory

Advisor

“As a Certified Financial Planner, Cory Martel enjoys helping his clients make better decisions with their money. He does this by listening to and understanding their objectives and concerns and assists them in building a comprehensive personal plan…“

Daniel

Advisor

“Whether I’m coaching a team or working with my clients, my goal remains the same: to inspire and empower the people around me to achieve their goals. In order to achieve our goals and maximize life’s opportunities, we must have a solid…“

Jody

Financial Associate

Meet our exceptional financial associate, Jody Connaghan. With an unwavering commitment to excellence, she has consistently demonstrated remarkable hard work and persistency in all aspects of her role. Her dedication and amazing work ethic have been a driving force behind the success of our advisory team…

Peter

Partner

“As Partner with Personalized Financial Solutions, we aim to revolutionize and evolve what it means to work alongside a financial advisor. Utilizing cutting-edge planning and investment technology, exceeding expectations and providing…”

Troy

Partner

“Money is a very personal thing to all people. We all work hard for what we have, and most of us work to live and don’t live to work. We all want to make smart choices with our money so we can have a quality life with the people that matter the most…“

Connor

Partner

“There are two major currencies in life. Money is the obvious one, but the one that is often overlooked is time. Finding the proper balance can be difficult, with many people spending their entire lives trying to figure it out. “Do I spend more time…“

Tim

Partner

“As a Certified Financial Planner (CFP) since 2010, Tim Kleinschmidt helps business owners, professionals and their families make better decision with their money. He uses many different financial strategies to help his clients achieve…“

Cory

Advisor

“As a Financial Security Advisor, Cory Martel enjoys helping his clients make better decisions with their money. He does this by listening to and understanding their objectives and concerns and assists them in building a comprehensive personal plan...“

Dan

Advisor

“Whether I’m coaching a team or working with my clients, my goal remains the same: to inspire and empower the people around me to achieve their goals. In order to achieve our goals and maximize life’s opportunities, we must have a solid…“

Our Services

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Wealth Management

Click to view what wealth management is and learn about our personalized approach to it.

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Risk Management

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Estate Planning

Click to view what estate planning is and learn about our personalized approach to it.

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Employee Benefits

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Retirement Planning

Click to view what retirement planning is and learn about our personalized approach to it.

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Business Succession

Click to view what business succession is and learn about our personalized approach to it.