Executive Planning Group
The Executive Planning Group (EPG) was established in 1990 as a strategic alliance between five of the most prominent insurance and financial advisors across Canada. While each member operates independently, the coalition assists in serving the particular needs and requirements of large, national clients.
The Executive Planning Group offers a comprehensive range of products and services in the areas of insurance, benefits, pensions, and financial planning. Our member companies do not represent a single insurer or investment company. This independence gives us the flexibility to tailor an innovative, comprehensive and cost-effective package of products to fit the particular needs and objectives of each client.
The members of the Executive Planning Group together have well over 100 years of experience, $600 million under management, and employs around 50 specialists and support staff. These advisors meet quarterly to review industry changes and speak with the leading insurers and investment companies to ensure they continue to offer the most innovative products, premium service, and top value for our clients.
The Executive Planning Group is comprised of the following advisors:
Toronto, ON Mr. John Hedden Bryan and Hedden Financial |
Address: Phone: Toll Free: Fax: Website: |
3380 South Service Road (905) 631-8190 (866) 466-4603 (905) 631-8194 www.bryanandhedden.com |
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Montreal, PQ Mr. Herbert Braley Braley Winton Financial |
Address: Phone: Toll Free: Fax: Website: |
3883 St-Jean Blvd., Suite 400 Dollard-des-Ormeaux, Quebec, H9G 3B9 (514) 620-0051 (888) 857-2222 (514) 620-8967 www.braleyadvisors.com |
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Atlantic Canada Mr. Fred Humber Humber Financial |
Address: Phone: Toll Free: Fax: |
53 Conception Bay Hwy, Suite #51 Box 803, Bay Roberts, Newfoundland, A0A 1G0 (709) 786-9191 (877) 572-3585 (709)786-9194 |
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Vancouver, BC Mr. Thomas O'Neill O'Neill Group |
Address: Phone: Toll Free: Fax: Website: |
925 West Georgia Street, Suite 1918 Vancouver, British Columbia, V6C 3L2 (604) 484-4170 (800) 757-2799 (604) 608-6776 www.oneill-group.ca |
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Prairie Region Lew Warke The Warke Agency Inc. |
Address: Phone: Toll Free: Fax: Website: |
382 Saddleback Road Edmonton, Alberta, T6J 4R7 (780) 488-8111 (888) 488-8111 (780) 488-8116 www.thewarkeagency.com |