All The Financial Planning Services You NEED For Your Family And Business


About Dynamic Services


Why work with us?

As a business owner, you need two kinds of financial planning – Personal Financial Planning and Investment & Insurance planning.  At Dynamic Planning Partners,  we can help you with both of these.

What can we offer you?

We can help you organize your finances and prioritize both your business and personal financial goals. We’ll talk to you about optimizing when and how you save and invest your money.

Investment & Insurance planning

When it comes to Investment & Insurance planning, we’ll take an end-to-end look at how to make your business financially robust.  We can provide advice on the best way to manage your business cash flow, including any debt you may have, and organize your cash inflow and outflow in a tax-efficient manner, including how you invest company profits.

We can also provide guidance on attracting and retaining key talent, including offering solid benefits packages. We’ll also discuss with you how the right kinds of insurance (such as liability and property insurance) can protect your business from the unexpected and why succession planning is a must to protect the future of your business.


For Investment & Insurance planning, we focus on growth and preservation. We can provide guidance on:

  • Cash management
  • Tax planning
  • Retaining and attracting key talent
  • Investing
  • Insurance planning and risk management
  • Succession planning


Personal Financial Planning

For Personal Financial Planning, we’ll take a look at your financial “big picture.” We’ll talk to you about how to optimize your personal cash flow, make the most of personal tax credits and deductions, and save for your future using investment vehicles like TFSAs and RRSPs.

Another way to make sure you and your family are taken care of is to have the right insurance in place. We’ll discuss what kind of health insurance you should have, as well as other kinds of insurance to consider, including life insurance, disability insurance, and critical illness insurance. Finally, we’ll also discuss estate planning to ensure that your loved ones are taken care of if anything happens to you.


For Personal Financial Planning, we focus on accumulation and protection. We can provide guidance for your personal finances on:

  • Cash management
  • Tax planning
  • Investments
  • Insurance planning
  • Health insurance
  • Estate planning


Reach out to us today to get started planning for your financial future!