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Plan your future

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Overview

$1,000+

Min Project Size

< $25/hr

Avg Hourly Rate

10 - 49

Employees

1999

Year Founded

ABOUT PLAN YOUR FUTURE

Brian Poncelet As a Certified Financial Planner

Plan Your Future Inc. is a reputable fee-only financial advisor located in Mississauga that assists professionals and business owners in achieving financial confidence through clear and personalized strategies. Under the leadership of Brian Poncelet, the firm has gained recognition as one of the top financial advisors in the area. Our certified financial planners are experts in goal-oriented investment and retirement planning. Whether you are looking to accumulate wealth, prepare for retirement, or seek independent advice, our knowledgeable team offers impartial guidance tailored to meet your objectives. Recognized as a leading certified financial planner in Mississauga, we prioritize long-term growth, risk management, and tax-efficient strategies to secure your financial future. Partner with an investment advisor that residents of Mississauga rely on for clarity, confidence, and enduring success.
LANGUAGES SPOKEN
English
HIGHLIGHTS

$1,000+

Min Project Size

< $25/hr

Avg Hourly Rate

10 - 49

Employees

1999

Year Founded

Services
Focus
Industries
Clients
Services Provided
70% Financial Planning
30% Wealth Management

About the Team

OUR STORY
Introducing the Team Brian Poncelet, Owner Brian Poncelet is a well-regarded financial expert with more than 27 years of experience in the financial services sector. As a Certified Financial Planner (CFP®), he has focused his career on assisting top-tier professionals, CEOs, and self-employed individuals.
TEAM PHOTOS
Plan your future team photo 1

Projects & Clients

Project Size & Rate
Minimum Project Size

$1,000+

Average Hourly Rate

< $25/hr

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