Brian Poncelet

5.0 (1 review)

Insurance

Closed • 8:00 am - 3:30 pm

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Brian Poncelet - Insurance Near Me - Oakville, Ontario

Brian Poncelet - With the right foundation called insurance you can look down. - Insurance Near Me - Oakville, Ontario

Brian Poncelet - Protect your dreams. - Insurance Near Me - Oakville, Ontario

Brian Poncelet - Get protection before you need it! (Hopewell Rocks, NB) - Insurance Near Me - Oakville, Ontario

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Justice O.

10 years ago

Brian Poncelet helped my grandmother in Ontario, Canada get a financial plan in place. The financial plan was necessary because she had just retired and needed to shift her finances in ways that would keep her prosperous after grandfather died. He was very understanding and nurturing of her. She talked about him for days. His work really is incredible when confusion and chaos sets in after the death of a spouse. She is doing much better financially now, thanks to Brian. I just wanted to say, THANK YOU FOR ALL OF THE GOOD YOU DO!!!! I am relieved because I was not qualified to assist her with the money troubles as they came up. My entire family is grateful for the good work, too! As we sort out inheritance matters grandmother needed great support and Brian gave it. . . ! Good fellow. read more

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More info about Brian Poncelet

79 Wilson St
Oakville, ON L6K 3G4
Canada
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(647) 268-7245
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From the Business

Specialties

We help people find the best coverage. Since we are independent, all insurance companies are reviewed. Most Bank sold insurance policies are priced too high and have limitations. Key man insurance, Disability, Critical illness insurance. Learn how to get all your money back with interest. Bonus if you're incorporated, find out how to take money out tax free. Call Brian today, 647-268-7245 or email brian@planyourfuture.me

History

Established in 1994.

I find money that is lost unknowingly or unnecessarily. Finding the best protection and getting all the premiums back plus interest is the ultimate goal.

Meet the Business Owner: Brian P.

Brian Poncelet is a certified financial planner servicing clients in the greater Toronto area. Because Brian independent, he has no affiliation to a mutual fund or bank. This is how he gets the best product in the market for his clientel. You can seek him out and read about him on his website under Brian Poncelet.

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Teddy B.

12 years ago

Brian helped me realize that I was under insured. He signed me up for life and disability insurance two years ago. I am forever indebted. Thanks Mr. Poncelet! Teddy read more