Our Story
We are a financial services firm specializing in strategic wealth management. We provide our clients with an integrated life plan using a holistic approach.
Founded in 1982 by Leslie Machan, Sr., we are committed to providing an integrated life plan for our clients using a holistic approach. To facilitate our commitment, we have at our disposal, a network of highly qualified professionals and independent advisors, as well as the highest calibre of financial products and services. The Pension Planning Centre team offers excellence in attitude and unparalleled service.
At the heart of our business are integrity, high ethical standards, and a genuine dedication to our clients. We strive to establish long term relationships with our clients, to bring clarity to their financial goals, and to give them the power to make the right choices by offering creative strategies and solutions to ensure their financial security and peace of mind.
If you would like to know more about our company please contact our office with any questions you might have.
Our Mission
We're committed to your financial well-being!
Our commitment is to provide clarity and guidance to our clients by creating innovative, tax-efficient strategies to ensure their financial well-being. We assure our clients of our ongoing personalized attention at every level.
Our business is based on the principles of trust.
Seek out the right financial advisor by assessing their “trust factor” in the following areas:
Integrity
Intent
Capability
Results