Courtier En Assurance Leslie Machan

At Pension Planning Centre, we are a financial services firm specializing in strategic wealth management. With over 30 years of experience, our team of highly qualified professionals and independent advisors is committed to providing our clients with an integrated life plan using a holistic approach. Our mission is to provide clarity and guidance to our clients by creating innovative, tax-efficient strategies to ensure their financial well-being.

Our Story

Founded in 1982 by Leslie Machan, Sr., we have built a reputation for excellence in attitude and unparalleled service. Our team offers a network of highly qualified professionals and independent advisors, as well as the highest calibre of financial products and services. 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.

Our Services

We offer a range of services to help our clients achieve their financial goals. Our business planning services are designed to increase the value of your business through an effective, integrated approach. We deliver strategic financial advice and solutions to businesses of all sizes, including partnership insurance, tax and succession strategies, and investment strategies. Our personal planning services help individuals meet their financial goals sooner and more easily. We deliver financial guidance and solutions you can count on to help build and maximize your wealth, including retirement planning, life protection, cash flow management, and living benefits.

Our Team

Our team is dedicated to providing our clients with the guidance they need for their business or personal planning. Meet our team of experienced professionals, including Leslie Machan Jr., President and Financial Security Advisor, Laurie Machan, CPA, CA, Vice President and Chief Financial Officer, and Dina Hamad, Director of Client Relations. We're here to answer your questions and provide you with the personalized attention you need to achieve your financial goals.