FWD Planners

Where Finance & Lifestyle come together

Working With Us

FWD Planners is a financial services firm. We use the approach that cash flow is king. Wealth is created by process and we believe education about money is an integral part of that process. Our tools include but are not limited to mutual funds, segregated funds, and insurance products. Our advisors apply integrated strategies and employ these tools to help develop the best possible outcomes for our clients in achieving their desired lifestyles. We are outcome focused, not income focused. Service drives revenue.

Keys to Success

FWD Planners is different from other firms because our focus is service driven wealth education, not product sales.  Whether engaged individuals opt to become clients or not, our goal is to ensure educated decisions.


Our vision is to unlock human potential through wealth education at all levels. We assist Canadians with the building, securing and efficient transition of their wealth, thereby fostering abundant, prosperous, purposeful and happy lives.


Our mission is to curate client centric, ethically disciplined financial advisors. We will achieve vision by providing process, infrastructure and necessary coaching to enable our advisor base.