Business Details
44 Years
experience
Trusted Financial Advisers in Montreal
Pension Planning Centre is a financial services firm specializing in strategic wealth management. Founded in 1982 by Leslie Machan Sr., we provide clients with integrated life plans using a holistic approach. Our team leverages a network of qualified professionals and premium financial products to deliver tailored solutions. We prioritize integrity, ethical standards, and long-term client relationships, offering clarity in financial goals and innovative strategies for security.With over 30 years of experience, we serve individuals and businesses, focusing on tax-efficient planning, investment strategies, and personalized attention. Our client retention rate exceeds 90%, reflecting trust in our expertise. We are committed to transparency, minimizing taxes, and maximizing wealth through customized financial roadmaps. Our mission is to empower clients to make informed decisions, ensuring peace of mind for their futures.
Services
Business Planning
Personal Planning
Investment Strategies
Retirement Planning
Insurance Solutions
Tax & Succession Planning
Cash Flow Optimization
Living Benefits
Group Insurance
Wealth Management
Details
- Year established: 1982
Highlights and features
- We have over 30 years of experience in strategic wealth management.
- Our client retention rate exceeds 90% through personalized service.
- We deliver tax-efficient solutions tailored to individual business needs.
- Our team collaborates with qualified professionals for comprehensive planning.
- We guarantee innovative strategies to maximize financial portfolio growth.
Associations and certifications
- Million Dollar Round Table
Services
Business Planning
We develop integrated financial strategies to enhance business value through tax-efficient structures, succession planning, and partnership insurance. Our approach ensures continuity during ownership transitions while protecting assets. Clients benefit from customized solutions that align with long-term growth objectives and risk management requirements.
Personal Planning
Our personalized financial roadmaps help individuals achieve retirement goals through optimized cash flow management and investment strategies. We specialize in tax-deferred growth vehicles like RRSPs and TFSAs while providing comprehensive protection through life insurance and critical illness coverage tailored to individual circumstances.
Investment Strategies
We create diversified investment portfolios aligned with risk tolerance and financial objectives. Our tax-efficient strategies preserve wealth while minimizing income tax liabilities. Clients receive ongoing portfolio management and market analysis to ensure optimal growth and protection against economic fluctuations.
Retirement Planning
Our retirement specialists design sustainable income plans using annuities, cash flow optimizers, and pension solutions. We help clients avoid outliving savings through guaranteed income streams and market-protected investments while maximizing government benefit entitlements and tax advantages.
Insurance Solutions
We offer comprehensive risk management through term/whole life insurance, disability coverage, and long-term care policies. Our solutions protect against financial disruptions from critical illnesses while providing estate preservation benefits. Clients receive customized protection plans that evolve with changing life circumstances and business needs.
People
Leslie Machan Jr.
President, Financial Security Advisor
President and financial security advisor with Investia Financial Services Inc., continuing his father's legacy in strategic wealth management.
Laurie Machan
Vice President and Chief Financial Officer
CPA, CA with extensive financial expertise managing the firm's fiscal operations and client investment strategies.
Dina Hamad
Director of Client Relations
Manages client relationships with a focus on personalized service and long-term financial planning success.
Leslie Machan Sr.
Founder
Established the firm in 1982 with a commitment to ethical financial planning and community service. His legacy continues through the firm's values.
Questions
What services does Pension Planning Centre offer?
We provide business and personal financial planning, investment strategies, retirement solutions, insurance products, tax-efficient planning, and cash flow optimization.
How do you help businesses increase value?
We implement tax-efficient structures, succession plans, and partnership insurance strategies to enhance business profitability and long-term stability.
What insurance options are available?
We offer term/whole life insurance, critical illness coverage, disability protection, long-term care policies, and group insurance solutions.
How do you assist with retirement planning?
Through RRSPs, TFSAs, annuities, and cash flow optimizers, we create personalized strategies to ensure financial security during retirement.
What makes your firm different from other advisers?
With 30+ years of experience and a 90%+ client retention rate, we combine holistic planning, ethical standards, and innovative tax strategies.
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