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About Our Company

OUR MISSION STATEMENT

“Our commitment is to provide clarity and guidance to our clients by creating innovative, tax-efficent strategies to ensure their financial well-being. We assure our clients of our ongoing personalized attention at every level.”

Our History

Pension Planning Centre is a Financial Services Firm specializing in strategic wealth management.

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.

Where Should I Turn for Advice?

Seek out the right financial advisor by assessing their “trust factor” in the following areas:

  • Integrity
  • Intent
  • Capability
  • Results

The Pension Planning Centre meets this criteria.
We solidify financial positions, as proven by our history.

  1. We have over 30 years of experience
  2. We can increase the value of a financial portfolio approximately three to five times
  3. We provide guaranteed products
  4. We have a client retention rate that exceeds 90%
  5. We produce positive results regardless of market conditions

Our business is based on the principles of trust.

  • We have more than a 90% product renewal rate
  • Our continuation program is serving multiple generations of the same families
  • We help our clients live out their golden years in comfort

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