WEALTH MADE SIMPLE.
"Risk comes from not knowing what you're doing."
- Warren Buffet
MANAGING WEALTH
With over 25 years of experience, Ridge Planning Group has worked with thousands of individuals, families, and business owners to create plans to address real-life financial needs and goals. We believes strongly that success in this profession requires excellent listening skills, constant learning, personal development and mentorship. Our team members hold a variety of certifications and are always working on adding to our experience and expertise. We also collaborates with other professionals and in professional associations which prepares us to pilot you on your your financial journey and ultimately, helping you reach your goals.
STRUCTURING
INSURANCE
INVESTMENTS
TAKING ACTION.
STRUCTURING
Whether it is saving for a home, family, retirement or for your dream of any kind, help from a financial professional can bring forward new ideas and products to help you reach your goal.
We are here to provide information and options for you to consider and be aware of.
LIFE INSURANCE
Life insurance can be a difficult topic, but it is a responsible and loving act. It can help provide a more secure financial future for your family. Life Insurance comes in so many types and costs and variations that can serve in so many more ways than most people are aware and it can change as your needs change. Here are a few: funeral cost; estate taxes; secure debt or loan; replace income; provide an inheritance or a charitable contribution.
PARTNERS
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Disability insurance is a type of income protection that pays you a set amount of your monthly income if you can’t work because of an illness or injury.
DISABILITY INSURANCE
INVESTMENTS
Choosing from various companies, funds and industries to create a portfolio that works for you. From Savings Account, GICs, TFSA, RRSP, pensions, RESP, and to many others.
OUR VALUES
FAITH
FAMILY
FREEDOM
TRANSPARENCY
TRUST
EXCEPTIONALISM