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

Recent Articles

Year-End Tax Planning Ideas

Posted on: November 11, 2024

The following are some ideas for individuals and business owners to reduce income taxes as 2024 draws to a close. Individuals should consider doing their RRSP contributions before the RRSP rush in the first 60 days of 2025. You can get better values by buying today than when all the last minute...

Bad Excuses for Putting Off Investing

Posted on: November 11, 2024

Recent college or university graduates with their first career job have an understandable itch to spend money after years of living on Kraft Dinner. Yet this is the ideal time in life to start developing the correct habits that will lead to a comfortable future lifestyle. But we often hear reasons...

Weighing the Cost of Your Retirement Dreams

Posted on: November 11, 2024

We all know how easy it is to romanticize our retirement years. Many of us make lengthy lists of things we will do and experience in those golden years. We have little doubt about our ability to enjoy the perfect blend of leisure and excitement, which is what makes the very idea of retirement seem...