Intent Planning believes the best way to achieve a goal is to have a plan.
The team at Intent works with each client to holistically look at today and tomorrow so the path to achieving financial goals is documented. Each individual’s goal and path is unique. Our team ensures yours are clearly defined and regularly reviewed.
We have experience working with individuals, families, business owners and agribusiness owners offering a wide variety of solutions with financial tools and concepts.
Our Services
Private Clients
Individuals and families have a wide range of needs when it comes to financial planning. Regardless of your personal situation, age or stage in life we have helped hundreds of Canadians plan for their futures.
Personal Insurance
Wealth Management
Estate Planning
Tax Planning
Commercial Business Owners
For many business owners, their business is their largest, most illiquid asset. It is critical you be able to access the proceeds from your business when you are ready and in the amount your future requires.
Employee Benefits
Value Acceleration
Personal Insurance
Estate Planning
Risk Management
Wealth Management
Tax Planning
Exit Planning
Agribusiness Owners
Family agribusinesses is a critical part of the work we do. Like many family businesses, legacy and harmony are an important part of all family agribusinesses. Our team has decades of experience helping families navigate transitions with fairness, equity and clarity.
Farm Transition Planning
Risk Management
Estate Planning
Personal Insurance
Wealth Management
Tax Planning