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National Expertise. Local Service.

About Executive Planning Group

The Executive Planning Group was established in 1990 as a strategic alliance between five of the most prominent insurance and financial advisors across Canada. While each member operates independently, the coalition assists in serving the particular needs and requirements of large, national clients.

The Executive Planning Group offers a comprehensive range of products and services in the areas of insurance, benefits, pensions, and financial planning. Our member companies do not represent a single insurer or investment company. This independence gives us the flexibility to tailor an innovative, comprehensive and cost-effective package of products to fit the particular needs and objectives of each client.

The members of the Executive Planning Group together have well over 100 years of experience, $600 million under management, and employs around 50 specialists and support staff. These advisors meet quarterly to review industry changes and speak with the leading insurers and investment companies to ensure they continue to offer the most innovative products, premium service, and top value for our clients.


  • Does your Group Benefits Plan provide sufficient coverage for your Executive Team?
  • Are you looking for solutions to make your Employee Benefits Program more cost-effective?
  • Do you have sufficient funding for your partnership Buy/Sell Agreement?
  • Is your Group Retirement Plan CAP compliant?
  • How can you take advantage of tax-sheltered wealth solutions in your retirement planning?

Contact your local representative to find out how we can help