Our Services

Estate Planning couple

Estate Planning

Estate planning is more than simply dividing things among your heirs and PlanWright Financial realizes it’s important to you and your family that it’s done right. We're here to help. 
RESP family saving in a piggy bank


A year of post secondary could be anywhere from $15,000 to $25,000 or more depending on what program or which post-secondary institution they are attending. An RESP could help with the planning of that student's future. 
Working with a calculator


For most of us, personal goals are focused on providing for our family and loved ones, so an important part of a complete financial plan deals with insurance. PlanWright is here to help answer those questions. 
Working on a laptop


The available universe of mutual funds† and segregated funds has become far more complicated over the last 10-15 years. Every day, there seems to be more and more mutual funds and segregated funds to choose from, but we can help sort through it with you.
Succession planning couple

Succession & Retirement Planning

It is never too early or too late to plan for your retirement. Whether you are planning to retire next year or decades from now, we can help with a plan that is custom fit to meet your personal objectives. 
team of young workers

Employee Benefits

PlanWright offers different benefit options for businesses' employees.  
Mutual funds and related financial planning services are offered through Credential Asset Management Inc. 

Check your investments online

Login here to access your Credential Asset Management account. Contact your PlanWright advisor for more information. 

Meet our team!

Jim Grant

Manager, PlanWright Financial Ltd. 

Myla Myshyniuk

Mutual Funds Investment Specialist, Credential Asset Management Inc.; Investment Specialist, PlanWright Financial Ltd.

Camille Kalveram

Investment Specialist Credential Asset Management Inc.

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