Professional Affiliations – High Road Financial Planning
have a question about your financial goals? 705-719-3930

Professional Affiliations

PPI Solutions (Providing Managing General Agency services)

PPI Solutions has national resources providing High Road Financial Planning with services related to the processing of insurance and investment applications and servicing. They assist with compliance, continuing education and systems.

Abex Private Wealth Management

Abex Private Wealth Management provides High Road Financial Planning with the strategic investment partnerships.

Insurance for Children

High Road Financial Planning Advisors are Family Advisors associated with Insurance For Children, representing Child Plan™.

Advocis (The Financial Advisors Association of Canada)

As a voluntary organization, Advocis is committed to professionalism among financial advisors. Our members are professional financial advisors who adhere to an established professional Code of Conduct, uphold standards of best practice, participate in ongoing continuing education programs, and maintain appropriate levels of professional liability insurance and are committed to putting their client interests first.

Our members are experts who can provide a full range of financial services including estate and retirement planning, wealth management, risk management and tax planning.

Assuris – Protecting your life insurance

Assuris is the not for profit organization that protects Canadian policyholders if their life insurance company should fail.

Our role is to protect policyholders by minimizing the loss of benefits and ensuring a quick transfer of their policies to a solvent company, where their protected benefits will continue.

Every life insurance company authorized to sell insurance policies in Canada is required, by the federal, provincial and territorial regulators, to become a member of Assuris.