Creating financial clarity and protecting what’s important to you.

Protect What Matters. Plan What’s Next.

A man carrying a smiling child on his shoulders outdoors in a grassy area with trees in the background.

Whether you are just starting out and needing help with getting the proper investments and insurance in place for the years ahead, or have already achieved a degree of financial success, but are needing the right plan to leap further ahead, Quantum Planning Group is here to help. 

For over 35 years we have been helping young professionals, families, business owners, those approaching retirement, and retirees who need help planning for the successful transition of their estate to family, community and important social causes. 

Two seniors walking on a pathway through a lush green garden, surrounded by various plants and trees.

Create the future
you want

We will start by determining the priorities you have for all of life’s challenges and opportunities. Whether you are looking to protect the ones you love or your most important assets, or create a plan for your personal, family and financial wealth, Quantum Planning Group has the expertise to help you get there. 

We’re here to help at every stage of your life.

Who we work with

Manulife logo with three green diagonal bars and the word 'Manulife' in black text
RBC Insurance logo with a lion holding a globe
Canada Life logo with the words 'canada' in gray and 'life' in white script on a red background.
BMO Insurance logo with red circle and white crown symbol.
Equitable logo with a teal abstract symbol and black text on a white background.
Voltage regulator with a logo labeled "Nameplate" on a black background.
Logo of IAA Financial Group featuring a stylized elephant and the company name.
Desjardins Insurance logo with a green hexagon icon, the word 'Desjardins' in green, and 'Insurance' in black below.