The Executive Planning Group is a strategic alliance comprised of leading insurance and financial advisors from across Canada. Since inception in 1990, the Executive Planning Group has remained at the forefront of industry innovations, acting as a think-tank for member agencies.
While each member agency operates independently, the coalition assists in servicing the particular needs and requirements of national clients. With over 100 years of combined industry experience, the members are recognized as experts in their field and have been distinguished with the Top of the Table award.
The Executive Planning Group is comprised of the following advisors:
