
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
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…
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Our Services
Wealth Management
Wealth Management
Click to view what wealth management is and learn about our personalized approach to it.
Risk Management
Risk Management
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Estate Planning
Estate Planning
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Employee Benefits
Employee Benefits
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Retirement Planning
Retirement Planning
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Business Succession
Business Succession
Click to view what business succession is and learn about our personalized approach to it.
