Groupone.ca

At Group One Planning Solutions (GOPS), we are a financial planning services company that has evolved over many years to provide sound financial services and advice to our clients. Our story began on a cold day, December 13, 1976, when Bob White started in the life insurance business. Over the years, we have grown and expanded, adding more professionals to our team to better serve our clients and their families.

Our Mission

As a family-owned business, our main objective is to serve our clients, their families, and their businesses with the highest degree of integrity and honesty. We aim to help them achieve the financial solutions to their ever-changing needs today, tomorrow, and for generations to come. Our team is comprised of individuals who bring their unique specialties and talents to the table, delivering exceptional service to meet each client's individual lifestyle needs.

Our Team

Our team is led by Robert N. White, a seasoned financial advisor with over 40 years of experience in the industry. With a history of working at various financial institutions, including Metropolitan Life and Manulife Financial, Bob has honed his skills in insurance, estate planning, and retirement planning. As the founder of Group One Planning Solutions, Bob is committed to building a company with highly skilled advisors who have specialized areas of practice.

Services

At Group One Planning Solutions, we offer a comprehensive range of services to help our clients achieve their financial goals. These services include:

Financial Strategy and Planning: We take the time to understand our clients' financial situations, goals, and objectives to develop a customized financial strategy that meets their unique needs.

Retirement Planning: We help our clients plan for a secure and comfortable retirement, taking into account their income, expenses, and long-term financial goals.

Estate Planning: We assist our clients in creating a plan for the distribution of their assets upon their passing, ensuring that their wishes are respected and their loved ones are protected.

Tax Planning: Our expert advisors help our clients minimize their tax liability and optimize their tax savings, ensuring they keep more of their hard-earned money.

Insurance Analysis: We analyze our clients' insurance needs, providing recommendations for life insurance, disability insurance, and other types of coverage to ensure their financial security.

Portfolio Analysis: Our experienced advisors analyze our clients' investment portfolios, providing guidance on asset allocation, risk management, and investment strategies to help them achieve their financial goals.

Insurance Analysis: We also provide insurance analysis services, helping our clients understand their insurance needs and make informed decisions about their coverage.

Tax Planning: Our advisors are well-equipped to provide tax planning services, helping our clients minimize their tax liability and optimize their tax savings.

About Us

At Group One Planning Solutions, we take pride in our commitment to integrity, honesty, and exceptional service. We strive to build long-term relationships with our clients, working closely with them to identify and achieve their financial goals.