Our Expertise

At 3 Planning Group (3PG), we are a dedicated team of financial specialists with decades of experience, focused on empowering advisors and their clients. Our mission is to provide top-tier financial solutions through a client-centered approach, ensuring personalized, strategic advice that aligns with your unique goals.

There are a number of distinct advantages to working with our wealth management specialists. Here are some of the key benefits:

Advisor-Focused Financial Planning

We offer comprehensive financial planning solutions specifically tailored for advisors. Our services help you achieve both personal and professional financial objectives, including retirement planning, investment management, tax strategies, and estate planning.

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Succession Planning

Our succession planning services ensure a smooth transition for retiring advisors, safeguarding your legacy and client relationships. We provide expert valuation, seamless client handovers, and customized transition strategies, maximizing the value of your practice.

Customized Solutions

Understanding that every advisor’s situation is unique, we offer personalized deals and strategies. Whether you require a gradual transition, immediate exit, or other specific financial needs, our tailored solutions ensure your plan fits your goals.

Designations & Expertise

Our advisors are highly-educated financial professionals with deep knowledge and are committed to providing you with meaningful and up-to-date advice. The designations they have achieved are CIM, FCSI, PFP, CICEA. Please refer to each individual financial professional to ascertain their specific designations and qualifications.

Disclaimer: The title, Financial Planner, or the performance of financial planning, described as providing objective, integrated and comprehensive advice following an assessment of an individual’s current financial situation and current and future financial needs, except as is required in the performance of a licensee’s duties as a life insurance agent, can only be executed by an individual who has the education, experience, license(s), registration(s), and/or designation(s), held in good standing, to support this representation.

Each individual professional, David LeNeveu, Steven LeNeveu and Norman Terrance Allan Gwilliam, have specific designations, professional skills and qualifications. Please ensure to ascertain and to obtain the disclosure(s) from the professional(s) you engage with have the designation(s), education, experience, and qualification(s) that you seek.