Eplanning Solutions is proud to welcome Catherine Allison to the team. Catherine brings a wealth of tax knowledge and a well balanced philosophy on investing. Catherine holds a Certified General Accountant designation, giving her a broad understanding of business owners' needs, as well as individual clients. As a wife and mother of two, Catherine appreciates the challenges of families and can help them make the most of their resources.

Eplanning Solutions is a financial services firm that specializes in creating and maintaining wealth for our clients. Through our partnership with FundEX Investments Inc. We aim to provide our clients with the best the Canadian investment industry has to offer.
 

This web site is your link to Sub-Branch and owner of Eplanning Solutions and Senior Investment Fund Advisor. Here you can find links to the fund companies whose products you own, as well as financial calculators, and current coverage of today’s markets. You can also check your accounts online. For more information about Eplanning Solutions click on the 'About Us' button.