It’s simple. If you want a sound sleep, get a sound financial plan. When you have the right plan, you can balance your needs and wants today with your needs and wants for the future. We can show you how.
Are You Sure You're Fully Covered?
How Will You Get There?
Do You Have Enough Money?
At Principal Planning, we have strong, uncompromising principles. We believe financial advice should always be in your best interest and not in the interest of the institutions selling the financial products. We will always be on your side and by your side. It’s our commitment to you.
To keep this commitment, we require our financial planners to become one of 170,000+ Certified Financial Planner (CFP) Professionals in the world today. CFPs are Internationally Recognized for Excellence in Financial Planning. The best of the best.
Sought-after, this CFP professional designation requires our planners to:
- Maintain high standards of knowledge, skills, abilities and ethics
- Act honestly
- Place your interests ahead of their own and ahead of all other interests
When a financial planner has earned his/her CFP designation or is currently working towards it, we believe they are committed to excellence. After all, you deserve assurance the design of your financial future rests with a highly qualified, financial planning specialist who’ll always put your interests ahead of their own.
Besides being highly educated, our specialists are also younger than most in the industry. In Newfoundland and Labrador, the average ‘financial advisor’ age is 61 years old. The average age in our practice is 41 years old.
This gives you peace of mind knowing your team of financial planning specialists will be around for many more decades to personally help you handle your financial affairs over the long term, into retirement and to the end of your life…and beyond.
Unfortunately, 60% of people never seek financial advice. We understand it’s overwhelming to even think about starting the financial planning process. Our Certified Financial Planners can look at your whole picture for you and provide the expert guidance you need to take charge of your future.
Our expert recommendations are driven by your needs, not ours. It’s that simple. When you become our client, you’re under our protection 24/7/ 365 days per year.
We strongly believe in financial education. We’ll take the time to clearly explain everything you need to know about your financial matters. Simplifying the complex is why we’re here for you.
We have proven financial planning procedures that enables us to get to know your financial pains and your expected gains.
We use the latest financial research and planning tools that enable us to provide you with the strongest coverage and investment recommendations based on your needs and risk levels.
As a dedicated team of financial planning specialists, we are very process driven which will provide you with consistent results and responsive service.
Our uniquely collaborative and passionate team work together with you to understand your unique financial needs and to provide expert, unbiased advice to help you achieve your goals.
our highest priority
Ensuring Your Best Interests. Always.
We love to share our expertise, financial tips, market trends, community initiatives and team achievements. Enjoy!