PlanningPath Financial is an independent lifestyle and wealth management agency in Toronto, Ontario.
As a forward thinking agency we understand that our clients’ priorities are different than the generation before them. We concentrate our efforts on being available to our clients, whether at their home or work place, helping them balance the demands of a busy, professional, modern lifestyle.
They are confident in their abilities to make decisions and turn to us as a source of information, recommendations, and for our access to financial products, an alternative to traditional plans offered by the banks.
Our lifestyle and wealth management programs are designed to simplify and enrich the lives of our clients, creating more precious quality time for them, their family and their business. That is why it is always personal, exclusive and exceptional.
We are proud to be the first point of contact for our clients whenever a need arises for practical solutions, whether it relates to immediate needs, short term flexible options or long-term planning.
