Who we serve

Achieve Peace of Mind with a Personalized Financial Security Plan

Did you know Canadians with a financial security plan are nearly twice as likely to feel “on track” with their financial affairs compared to those without one?

At The Better Planning Group, we believe your financial plan should be as unique as you are. A one-size-fits-all approach simply doesn’t work when it comes to your future. That’s why we take the time to understand your life stage, personal circumstances, and long-term goals to create a plan tailored to you.

Whether you’re building a strong financial foundation or navigating life’s changes, our experienced team is here to guide you every step of the way. We’ll help you:

• Assess your current situation
• Identify your future needs
• Develop a customized plan that adapts to your evolving life

With the expertise to maintain your long-term strategy and the insight to help you stay on track, we’re here to empower you to live with confidence and financial security.

Ready to take control of your future? Let’s build your customized financial plan today.

Empowering Canadian Entrepreneurs with Expert Financial Guidance

Each year, more Canadians turn their entrepreneurial dreams into reality, contributing significantly to job creation and the strength of Canada’s economy. Running a business is exciting, but ensuring its success and securing your family's future requires expert advice and a thoughtful financial strategy.

At The Better Planning Group, we specialize in helping business owners like you protect your business, retain top talent, and build long-term wealth. While every entrepreneur’s journey is unique, our tailored approach ensures that your financial plan aligns with your goals and evolves as your business grows.

How We Help Self-Employed Clients Thrive:

• Tax Planning: Minimize taxes and maximize savings.
• Retirement Planning: Secure your financial future.
• Business Sale: Plan for a smooth, profitable transition.
• Professional Coordination: Collaborate with your advisors.
• Employee Benefits: Offer competitive small business retirement plans.
• Financial Strategy: Streamline your finances and investments.
• Financial Strategy: Streamline your finances and investments.
• Insurance Coverage: Protect your business and family.
• Estate Planning: Safeguard your legacy.

You know how to grow your business—let us help you grow your wealth. Partner with us to create a personalized financial strategy that secures your success today and builds a foundation for tomorrow.

Start your journey with The Better Planning Group today.

Tailored Financial Solutions for Physicians and Dentists

Your dedication, hard work, and passion have built the foundation for a successful career in the medical or dental field. Whether you're navigating residency, launching your first practice, or preparing for retirement, your financial plan should grow and adapt alongside you.

At The Better Planning Group, we specialize in providing personalized financial advice for medical professionals at every stage of their careers. From the early days of managing student debt to achieving financial freedom in retirement, we are your trusted partner for creating and maintaining a comprehensive financial strategy.

Expert Financial Guidance for Healthcare Professionals:

As Fitzallen Sutton, Certified Financial Planner, explains: "Physicians and dentists seek true wealth management solutions that go far beyond investment and insurance products. They want professional advice and support that grants them the financial freedom they’ve worked so hard for."

How We Help Medical Professionals Achieve Financial Freedom:

• Student Loans: Manage medical school debt strategically.
• Retirement Planning: Prepare for financial independence.
• Asset Protection: Safeguard your wealth.
• Insurance: Ensure adequate life and disability coverage.
• Tax Efficiency: Maximize returns while minimizing taxes.

Let us help you achieve the financial freedom and peace of mind you deserve. With a personalized approach and expert insights, we’ll support your success today and prepare for the opportunities of tomorrow.

Start building your financial future with The Better Planning Group.