Brian Poncelet, CFP® · Plan Your Future Inc.
Your Partner in Forward-Thinking Financial Planning
Plan Your Future, led by Brian Poncelet, CFP® — independent financial planning for Mississauga professionals and business owners.
Providing the Tools To Enjoy Your Wealth Through Retirement & Beyond
At Plan Your Future, Brian Poncelet, CFP®, helps professional individuals, couples and their families achieve more money to spend in retirement, while setting future generations up for long-term success. As an independent firm, we offer the clarity, education and efficiency you need to plan the future of your wealth with confidence.
Serving Business Owners and Professionals
In Mississauga & Throughout Ontario
As a busy professional, you’re seeking true guidance when it comes to balancing your wealth, minimizing taxes and more.
By taking the time to build our relationship and understand your financial situation, we’ll provide options to help ensure your money lasts throughout your lifetime.
Utilizing our Wealth Positioning Process™, we’ll implement strategies that offer less risk and better long-term protection.
Independence
We provide solutions in your best interest, not the company we work for.
Partnership
Working with a team of portfolio managers that are CFAs allows us to offer a higher level of education.
Customization
The portfolios we design are custom-built, with your goals, needs and objectives in mind.
Meet Brian Poncelet, CFP®
Brian Poncelet is a Certified Financial Planner (CFP®) with more than 27 years of experience in the Canadian financial services industry. As the founder of Plan Your Future, he works with professionals, business owners and self-employed families across Mississauga and the GTA to reduce taxes, protect their assets and build retirement plans that last. Because the firm is independent, Brian’s advice is built around your goals, not a bank’s product shelf. His aim is simple: to make sure your money works as hard as you do.
Learn more about Brian Poncelet
