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Intent Planning

@intentplanning.ca

Intent Planning Group is a collaborative group of experienced professionals who work to optimize your current and future financial goals.

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About Intent Planning

Description

Intent Planning Group is a collaborative team of experienced professionals dedicated to optimizing your financial goals both now and in the future. With a focus on intentionality and success, we offer a range of services to help you navigate different areas of financial planning. Our services include exit planning, which is essential for any business owner looking to make a smooth transition out of their company.


We also specialize in farm transition planning, helping families ensure the long-term success of their farms even after the transition. Additionally, we provide estate planning, wealth management, employee benefits, risk management, tax planning, marketing, and human resources services. At Intent Planning Group, we believe in holistic financial planning that considers all aspects of your financial future.


Our team is committed to providing you with the knowledge and tools necessary to make informed decisions and achieve your goals. Contact us today to start planning with intent and succeed with intent. (167 words)

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Company Type

Privately Held

Year Founded

2016

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