Estate Conservation and Estate Planning solutions


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Wealth Management

Customized investment programs, designed to be implemented over the long-term.

Braley Winton Financial Group

Braley Winton Financial Group, with assets under management in excess of a quarter billion, is a financial services firm specialized in providing Estate Conservation and Estate Planning solutions, with operations in the Provinces of Quebec and Ontario.

Executive Planning Group

Local Service National Expertise
The Executive Planning Group is the strategic alliance comprised of leading insurance and financial advisors from across Canada.

Since inception in 1990, the Executive Planning Group has remained at the forefront of industry innovation, acting as a think-tank for member agencies.

While each member agency operates independently, the coalition assists in servicing the particular needs and requirements of national clients.

With over 100 years of combined industry experience, the members are recognized as experts in their field and have been distinguished with the Top of the Table award.