250-618-0386

info@3planninggroup.com

Meet with Us

SUCCESSION PLANNING

BUSINESS GROWTH

ENHANCED CLIENT OUTCOMES

  • Home
  • Founders
  • Our Philosophy
  • Blog
  • Locations
  • Home
  • Founders
  • Our Philosophy
  • Blog
  • Locations
3PG
  • Succession Planning
  • Business Growth
  • Enhanced Client Outcomes
  • Book a Meeting
Select Page
You Just Inherited Money: What to Do First

You Just Inherited Money: What to Do First

by 3 Planning Group | Blog, insurance, investment

You Just Inherited Money: What to Do FirstComing into an inheritance is a strange mix of feelings. There is often grief, because the money usually comes after losing someone you care about. There can also be relief, pressure, or even guilt. On top of all that, you may...
Financial Checklist for New Parents in Canada

Financial Checklist for New Parents in Canada

by 3 Planning Group | Blog, insurance, investment

What to Do Financially When You Have a BabyA new baby brings a lot of joy, and a lot of new to-do lists. Most of them are about feeding schedules and car seats. But a few items on the list are about money, and they matter more than you might think.You do not need to...
Corporate Life Insurance Planning

Corporate Life Insurance Planning

by 3 Planning Group | Blog, Business Owners, insurance, Life Insurance, Professional Corporations

Corporate Life Insurance Planning: Protect, Reward, and Plan for the Future Running a business in often means wearing multiple hats—owner, leader, and long-term planner. But have you ever thought about what happens if you or a key person in your company passes away...
The Health Spending Account for Business Owners and Incorporated Professionals

The Health Spending Account for Business Owners and Incorporated Professionals

by 3 Planning Group | Blog, financial advice, Financial Planning, insurance

Are you tired of using your hard-earned after-tax dollars to cover medical expenses? As a business owner, the burden of managing healthcare costs can be overwhelming. However, there’s a little-known solution that can alleviate this financial strain – the...
Empowering Your Family’s Financial Future: A Comprehensive Guide to Budgeting

Empowering Your Family’s Financial Future: A Comprehensive Guide to Budgeting

by 3 Planning Group | Blog, Debt, Disability, disability insurance, Family, financial advice, Financial Planning, Individuals, insurance, RDSP

Taking charge of your family’s financial well-being through effective budgeting is a crucial step in securing a brighter future. We’ll explore the significance of budgeting and provide practical tips to help you manage your money wisely while ensuring the...

Why Insurance Is So Important If You’re A Single Parent

by 3 Planning Group | Blog, Family, insurance, Life Insurance

Why Insurance Is So Important If You’re A Single ParentYour kids mean everything to you – and you want to make sure they’re protected no matter what. As a single parent, you must have the right health and life insurance options in place to make that happen. We...
« Older Entries

Latest News

  • You Just Inherited Money: What to Do First
  • Financial Checklist for New Parents in Canada
  • How to Catch Up on Your RRSP Contributions
  • What Is Life Insurance and How Does It Work?
  • Tax Lines to Look Out For on Your 2025 Canadian Tax Return

Get Your Exit Value Now

We are a team of advisor succession specialists dedicated to helping you understand your business value, grow your practice, and improve client outcomes. Contact us today to start your journey towards a successful and rewarding future.

Meet With Us

About 3PG

3 Planning Group (3PG) is a team of financial professionals with decades of experience dedicated to empowering advisors and their clients. 3PG provides market leading advisor succession planning, exit value, business growth, and enhanced client outcomes for advisors they work with.


Contact

250-618-0386

info@3planninggroup.com

204-5160 Dublin Way
Nanaimo, BC, V9T 0H2
Canada

  • Follow
  • Follow

PRIVACY POLICY