MC Planning is a “Fee Only” financial planning and education business that has been in operation since January 2004. We offer a complete range of financial planning services for individuals and families across Canada.

We also design and deliver financial education programmes for employee groups, association members and union members.

We focus on working with clients to achieve what is important to them. In order to maintain objectivity and an unbiased approach to delivering our services, we do not sell financial products and we do not manage investments.

The only form of compensation that we receive is fee based directly from our clients. We do not receive fees, commissions or any other form of compensation from any financial product or service providers.

Our approach to compensation is consistent with our belief in providing objective advice and guidance that is intended to support achieving life goals (individuals and families) and to provide sound education on financial matters (employee groups).

MC Planning is owned and operated by Mike Carter, CFP