Flann Financial Group

Protecting your family

No financial strategy is complete without a plan to protect loved ones from financial loss.
Your investments

Wise asset allocation and careful investment selection are key to a well-balanced portfolio.
Your Legacy

A detailed estate plan creates a legacy that can benefit your heirs in many ways.
Your Retirement

Retirement today comes with many possibilities. We can help you make the most of every opportunity.
Young family

A wise financial strategy can help keep a growing family on track during all the "growing-up" years.
Established Family

Families with older children need a wise cash flow management plan to help contend with rising expenses.
Your child's education

Few things in life are more rewarding than helping the next generation get a great education.
Running a Business

Running a successful business can be one of life's most rewarding experiences.

You are unique. Your financial plan should be too.

At Flann Financial Group, we take a holistic financial plan approach that helps our clients make informed decisions along the various stages of life. Our mission is simple: to provide independent, forward-thinking financial advice that aligns with our clients’ own goals and priorities.

We're Different

Knowledge is power. We firmly believe that financial literacy is essential to building a financial plan that is personalized to each individual. By educating our clients, our goal is that we can be their guide on a financial journey.

Our independence allows us to give unbiased advice that can cater to unique client needs. We take a long-term view in financial planning and building strong client relationships. We are committed to not only helping you, but also working with the generations surrounding you.

The Flann Team

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Recent Articles

Year End Tax Planning Ideas

Posted on: November 13, 2023

With the year's end fast approaching, here are some ideas to minimize your 2023 tax bill. The first idea is to look at harvesting any tax losses in an investment portfolio to help offset any capital gains you may have triggered. Even if there are no capital gains, non-registered tax losses can be...

Five Pillars of Financial Literacy

Posted on: November 13, 2023

November is financial literacy month - a great time to reflect on your relationship with money and the decisions you make that guide you toward a secure future. Financial literacy is a set of five key skills that help Canadians navigate the complex world of personal finance with clarity,...

What if I Can't Look After My Affairs?

Posted on: November 13, 2023

Clarke owned a small business that employed three other people besides him. He had sole signing authority on his business bank account, and personally had a joint mortgage on his home with his wife, Lois. His car was registered in his name only. Clarke was generous with gifts on special occasions...