What We Offer

At Core Financial, we provide the sophisticated advice you desire. We believe financial products and services should address specific needs – whether it is to retire comfortably, assist in building your business or help to fund your child’s education. Our broad range of insurance, investment and retirement income products help you meet your individual and business goals. We create financial confidence. Read More

Empowering Businesses

Sound, Trusted, Transparent.

Our business clients count on us for sound, trusted and transparent advice.

  • Group benefits to help you recruit & retain employees
  • Various types of insurance to protect what you have built
  • Corporate investment accounts solutions
  • Banking solutions tailored to fit your needs
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Securing Individuals/Families

Delivering peace of mind each day.

We work hard each day to simplify lives by identifying individual needs and customising financial plans.

  • Investment products to help you plan for retirement and reach your financial goals
  • Insurance products to help you manage risk & unexpected costs
  • Mortgage products to help you make home ownership a reality
  • Banking solutions tailored to your needs
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The Core Financial Team

Wealth of Knowledge. Depth of Resources.

As reliable Financial Planners and Advisors, our Team helps individual and business clients steer through the complexities of financial life by understanding their unique needs and objectives.

Zach Feinstein, Senior Account Manager | Investment Specialist

With over three years of experience working in retail banking in an advisory role, Zach brings both client service expertise as well… [ more ]

Renee Marchand, Operations Manager

Renee has been a marketing associate with Core Financial Planning Group since 2011 and previously worked with a successful financial advisor with… [ more ]

Client Services

The superior expertise you deserve. The competitive edge you desire.

Our aim is to help our clients identify their optimal needs, tailor our solutions and then devise and implement a strategy to achieve these stated objectives.

Contact us today for an initial consultation: info@corefinancialplanning.ca

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