Vision. Clarity. Confidence.

It all started when…

The vision for Team Up Planning Group began in 2007. Our founder Mike Gomes, had a deep belief that a change was needed in the way financial advice was being shared with clients. Mike recognized an opportunity to move away from the traditional product centric advice approach - where products were always the main focus of conversations. The disconnect is that proper financial planning was missing. Without a financial plan, how could anyone be confident the recommended solution was actually in their best interest? So, what’s the other option? Advice centric planning - from trusted and qualified financial planning professionals.

With a fee based financial planning first approach, qualified financial planners are compensated for the development and review of a written comprehensive financial plan - created for YOU to achieve YOUR financial freedom and vision. Nothing needs to be sold, period.

Team Up Planning Group works with Pre-Retirees/Retirees, Established Families, and Business Owners in all Canadian provinces.

After developing hundreds of financial plans for Canadians across the country, one theme is common among them all: Clients have a Vision of what they would like their current and future lifestyle to look like. Through the financial planning process at Team Up Planning Group, our clients receive the Clarity they’re seeking, allowing them to move forward with the Confidence to know what their financial situation will look like, now and in the future.

Bottom line, a comprehensive financial plan provides you with Peace of Mind - knowing what they’re on track for.