TLM Financial Planning is your independent financial services provider. We pride ourselves on solid relationships with our clients built on trust and service excellence. With over 24 years of experience in the financial services industry, we focus on identifying your goals and finding solutions that best suit your needs. Whether it is retirement planning, investment planning, estate planning, tax planning or risk management, we will work with you to achieve your financial goals.
With our full service approach to financial planning we offer a wide range of products and services. Whether it is for business or individual needs, our products and services include daily surveys with dozens of deposit providers to bring you the best GIC rates, mutual fund investment options, and a variety of insurance solutions to manage risk. If you are building an education plan, saving in your RSP, drawing income from your RIF, need individual life and mortgage insurance, worried about your future and the rising costs of long term care, or need group benefits for your employees, we are here to help you find the best solution.
All services are provided through TLM Financial Planning unless otherwise noted. Our mutual fund investments solutions are provided by Investia Financial Services Inc. Our GIC and Insurance solutions are provided by multiple carriers. Please feel free to explore our website further to learn more about what we have to offer you.