Balanced Planning

"We measure our success by the success of our clients."

Latest News from Balanced Planning

Key Person Insurance

May 01, 2019

As a business owner, you've built a successful business, if you to any of your key employees or shareholders become critically ill, disabled or pass away, this could have a significant impact on your business. Contact us for a complimentary review.

Financial Advice

Apr 03, 2019

An advisor can help you determine where you are today financially and where you want to go. An advisor can provide you guidance on how to reach your short, medium and long term financial goals.

2019 Federal Budget

Mar 21, 2019

The 2019 budget is titled “Investing in the Middle Class. Here are the highlights from the 2019 Federal Budget.

2019 Tax Calculator

Mar 01, 2019

Calculate your combined Provincial and Federal Tax in each Province/Territory