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Financial Planning

Love & Persson Group has the experience, expertise and resources to advise clients in all areas of their finances.  As defined by the Financial Planners Standards Council, Financial Planning is "...a process that determines how you can best meet your life goals through the proper management of your financial affairs.  [The] key to effective financial planning is the ability to take into account all relevant aspects of your financial situation, and to identify and analyze the interrelationships among sometimes conflicting objectives.

It is this unique integration of knowledge and skills across a broad range of topics that distinguishes professional financial planning from other related financial advice."

Focusing on the needs of the client, Love & Persson Group offers full, comprehensive plans designed to suit your financial situation.

Love & Persson also provides other planning services including:

  • Retirement Planning
  • Estate Planning
  • Investment Planning
  • Farm and Business
  • Succession Planning
  • Cash Flow
  • Debt Management Planning
  • Financial Planning related to Separation and Divorce

All you have to do is call our office to arrange an appointment with Brendan Gardner, CFP, CPA, CGA, CCS, CFDS, B.Comm. (Hons) (Phone: 204-622-7640;  Fax: 204-622-7615).

*The content of this website is for informational purposes only and is not intended to provide individual financial, tax, or investment advice. In addition this information is only intended for residents of provinces where LPG is registered to do business (Manitoba).
Statements are based on material believed to be reliable, but are not guaranteed to be accurate or complete.

Particular investment or trading strategies should be evaluated relative to each individual's objective.