MC Planning - Independent and Objective Financial Planning

Independant & Objective Financial Planning

MC Planning specializes in financial education seminars for employees of small and medium size businesses.

We also provide customized delivery of our full range of personal financial planning services for employees, senior management and business owners/operators.

Now you can have access to the kinds of services and programmes that are typically only available to larger organizations, but at a much more affordable price.

Since we are not in the business of selling any kind of financial products, the information and advice that you and your employees receive is objective and unbiased.

Employee Seminars

MC Planning has developed and delivers the following seminars that have been designed to satisfy the educational requirements under the CAP Guidelines.

Investment Seminar
Participants will be provided with basic knowledge on types of investments and investment planning. They will create their own appropriate investment strategy which they can apply to the management of their investments.

Retirement Seminar
Participants will learn how to establish their own retirement goals. They will understand what is involved in determining if they can achieve their retirement goals. They will learn about strategies and tactics available to achieve retirement goals. Individualized retirement plan reports are available through this seminar.

Financial Planning Seminar
Participants in this seminar will learn about the importance of financial planning and the key components of financial planning. They will be provided with tools to assist them in creating their own financial plan.

These seminars have been designed to be delivered in a “lunch and learn” format (approx. 1½ hours). They can be customized to cover greater detail and be delivered in a longer session. The seminars can also be customized to incorporate specific company information.

Personal Financial Planning – Owner/Manager

This service is provided for a “flat fee”. We will build your financial plan together through three interactive meetings. Your plan will cover areas such as:

Cash flow/net worth analysis
Investment planning
Retirement planning
Estate planning
Insurance analysis/planning
Tax planning
Any other elements critical to achieving your life goals

You will be provided with a personalized report that:

Identifies all of your stated goals
Defines the strategies & tactics recommended to achieve your goals
Shows all financial projections/forecasts supporting the achievement of your goals (graphs & charts)
Summarizes details in all of the planning components listed above
Presents a “To Do” list of actions required to support the recommended strategies & tactics

It is important to keep your plan current as life changes occur and as goals change. A life/financial plan must be flexible and adapt to reflect these changes. We can work with you on an ongoing basis to maintain a current plan that is always on track and supporting the achievement of your goals. This service is provided on an hourly rate basis.

Personal Financial Planning – Employees

We will work with you to provide specialized and customized financial planning services for your employees. As an independent third party, we provide objective advice and counseling. Our range of services for your employees includes:

Retirement planning
Career transition financial planning
Cash flow management and debt counseling
Investment reviews and planning
Any other financial advice/counseling services that may be of value

Employee Seminars
Is the financial well-being of your employees important to you? Do you provide a Defined Contribution pension plan or Group RRSP for your employees? Are you meeting the educational requirements under the CAP Guidelines?

See how MC Planning can support you

Personal Financial Planning – Owner/Manager
As a business owner/manager, is it challenging for you to find time to manage your personal financial matters? You have a business plan to achieve business goals – should you have a personal plan to achieve personal goals?

Click for details

Personal Financial Planning – Employees
Do you want to make an affordable retirement planning benefit available to your employees? Is the financial well-being of your employees important to you?

Here’s how we can help….

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