With over 25 years of experience, you can rely on the expertise of Bob Adams and the team at TIER One Planning to deliver sound financial direction in such areas as:

  • Tax Planning
  • Investment Planning
  • Estate Planning
  • Retirement Planning

Call us today to start working towards your short, medium and long term goals.

Welcome to Tier One Planning

Independent Financial Services

Tier One Planning provides comprehensive Financial Planning to individuals in all stages of life. Our mandate is not for the short term but the long term. At Tier One we believe that Financial Planning is a journey, one in which we undertake together to ensure the financial freedom of our clients and their families.

This website is meant to help those individuals who have had meetings with us and are looking for more detail on the strategies, concepts and planning tools we use.

If you have any questions on a particular strategy or information piece please feel free to contact us. Thank you and enjoy exploring your financial future.

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ARTICLES & NEWS LETTERS

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DEBT CONVERSION

Is your Mortgage (or your car, cottage, boat etc.) tax Deductible? That is a question we love to ask as we have some good solutions for those who say no.


TESTIMONIALS

See what our clients have to say!