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

Diversification is Key

Posted on: July 8, 2024

As with many retirement savers, it took two major stock market events (Global Financial Crisis, Global Pandemic) to convince Adam and Sonya that trying to 'time the market' or pick specific sectors was a costly exercise in futility. But, with the value of their RRSPs nearly halved in the 2009...

Financial Strategies & Divorce

Posted on: July 8, 2024

History tells us about half of marriages in Canada end in divorce. Andrew and Sara are about to end theirs and are concerned about the changes that will have to be made to their financial and estate plans. Some financial and estate issues they need to consider are:

Estimating Retirement Expenses

Posted on: July 8, 2024

By far one of the most crucial financial strategy steps is accurately estimating retirement expenses. Correctly accounting for retirement living expenses is critical to ensuring that retirees do not outlive their money. For those already retired, there are usually few good options for creating new...