When it comes to tax planning and sheltering our group has a variety of options to help you avoid being herded by the government without turning them into a ferocious beast.

Products & Services

At TIER One Planning we offer a wealth of Products & Services. Please see the list below to find out how we can help your financial future.


  • Segregated Investment Funds - offering Capital guarantees and potential creditor proofing
  • Flow-Through Shares
  • High-Interest Savings Accounts
  • GIC's
  • Term Deposits
  • Home Mortgages
  • Life Insurance - Term, Universal and Whole Life
  • Disability Coverage
  • Critical Illness
  • Long Term Care


  • Tax Planning
  • Investment Planning
  • Estate Planning
  • Retirement Planning
  • Succession Planning
  • Group Benefits
  • Defined Benefit and Defined Contribution Pension Plans

Affiliated Companies