ExcelPlan Financial

In a world of information overload and aggressive sales tactics, we look to provide warm, personal service that goes beyond pushing paper. We know that your financial needs and concerns aren't just about the bottom line; they're about your life, your family, and your future.

ExcelPlan Financial was formed in 1996 with the objective of offering independent and unbiased advice and has grown successfully since then, weathering all types of market storms. We make every effort to have comfortable, enduring relationships with our clients and our success can be measured by the many referrals we are proud to receive.

Financial Planners in Burlington

What is Financial Security?

Your answer to this question will probably be very different from your neighbor's and will most likely change as time goes by. Imagine if you had been asked this question when you were still in school. Then financial security may have meant simply getting out from under student loans or getting your first apartment. Time goes by and you dream of paying off your mortgage, perhaps having a cottage for family vacations. Are you finally at a place where you want to pass on the reins of the business? Very soon, retirement arrives and then the answers are even more varied. Is financial security being able to move to the family cottage or is it sailing away on a world cruise?

Financial security isn't defined by an account value but rather by very individual tastes and aspirations.

At ExcelPlan Financial, we understand that it's not about simple accumulation or money management.

It's about living your dreams!

Client Centre

Quickly and easily access your account online - 24 hours a day, 7 day a week.

Early Life

Focus on career and family. Education Planning, RSP, TFSA, Leverage, (including mortgage and investments), Insurance.

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The Early Years

Middle Years

Focus on wealth accumulation while maximizing savings. Tax Planning, Risk Management.

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The Middle Years

Pre Retirement

Developing viable retirement strategies. Business Succession, Changing investment strategies.

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Living the dream. Maximizing Income, Managing Pensions, Estate Planning.

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ArcelorMittal Dofasco Employees

What We Can Do For You, Income in Retirement.

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Arcelor Mittal Dofasco Employees

Contact a Planner

Unsure of your future financial needs? Contact one of our financial planners today!

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