Submit A Query
Use the contact form to the left to submit your query. We’ll send this out to our financial planners who can serve as expert sources for you.
You can also browse through our press resources below. Contact clientservices@xyplanning.ca if you have any questions or need assistance.
Quotes
“XYPN really represents the future of the profession. It is in the cutting edge in terms of business models, technology implementation and commitment to excellent client service to everyone no matter how wealthy they are.” — Marcio Silviera, XY Planning Network member and founder of Pavlov Financial Planning
“XYPN planners help clients create a life they love. Where else can you find cash flow, goal setting, career and investment advice that isn’t geared 100% toward retirement?” — Eric Roberge, XY Planning Network member and founder of Beyond Your Hammock
“Unlike your ‘parent’s financial planner,’ XYPN members aren’t stick-in-the-mud stand alone planners. XYPN members are supportive and highly collaborative. As a client, your XYPN planner receives support from the combined knowledge and 100’s of years of experience of 70+ other highly qualified planners. Unlike our older peers, we have no qualms sharing what we know!” — Trace Tisler, XY Planning Network Member and founder of Epic Financial