Planning Group Inc
The Planning Group Inc, established in 1999 in Moncton, NB, is a boutique financial planning firm dedicated to providing independent financial advice. With a focus on both personal and corporate planning, the firm aims to maximize shareholder wealth and assist clients in achieving their financial goals through tailored strategies.
The team at The Planning Group Inc includes experienced professionals such as Principal Managing Partner Philip Sallaj and Certified Financial Planner Brady Miller, who are committed to helping individuals, families, and businesses navigate their financial journeys. Their collective expertise is complemented by a strong emphasis on community involvement and client care, ensuring a holistic approach to financial planning.
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