Founders
3 Planning Group (3PG) was founded by David LeNeveu, Robert Mackay, and Paul Allard, bringing together decades of experience in financial planning, financial analysis, portfolio management, and advisory services. Our story is rooted in a shared vision to empower financial futures through strategic, client-focused solutions.
David LeNeveu, CIM, FCSI, PFP, CEA
David is a Founder and CEO of 3PG. David brings over 10 years of financial advisory experience and is a Chartered Investment Manager (CIM)®, a Fellow of the Canadian Securities Institute (FCSI)®, a Personal Financial Planner (PFP)®, and a Certified Executor Advisor (CEA)®.
Robert MacKay, CFA
Robert brings over 15 years industry experience in corporate finance and investments to 3PG. His hands on experience in financial analysis and execution of private equity transactions is invaluable to the investment team.
Paul Allard, CFA
Paul brings over 25 years investment management experience to the 3PG team. Having worked as portfolio manager both here and internationally he has developed an extensive skill set and global perspective.