Business Details
44 Years
experience
Your Trusted Partner for Financial Planning Solutions
Pension Planning Centre has been a trusted leader in strategic wealth management since 1982, founded by the late Leslie Machan Sr. Our firm delivers integrated life planning through a holistic approach, combining innovative tax-efficient strategies with a commitment to long-term client relationships. With over 30 years of experience, we leverage a network of qualified professionals and premium financial products to address both personal and business financial needs. Our dedication to integrity and ethical standards ensures clients receive personalized guidance tailored to their unique goals.We specialize in enhancing business value through partnership insurance, succession planning, and investment strategies while providing individuals with retirement solutions, life protection, and cash flow optimization. Our client retention rate exceeding 90% reflects our ability to consistently deliver results-driven financial frameworks. As members of the Million Dollar Round Table, we uphold industry excellence and remain focused on empowering clients to achieve financial security and peace of mind.
Services
Business Planning
Personal Planning
Partnership Insurance
Investment Strategies
Retirement Planning
Life Protection
Cash Flow Management
Living Benefits
Tax & Succession Strategies
Details
- Year established: 1982
Highlights and features
- We offer over 30 years of specialized expertise in wealth management.
- Our client retention rate exceeds 90% through personalized service.
- We provide guaranteed financial products with proven performance.
- Our holistic approach integrates business and personal financial planning.
- We maintain a network of certified professionals for comprehensive solutions.
Associations and certifications
- Million Dollar Round Table
Services
Business Planning
Our business planning service helps companies increase value through integrated financial strategies. We specialize in partnership insurance, tax-efficient structures, and succession planning tailored to business owners' unique needs. With customized solutions for companies of all sizes, we ensure business continuity and protection against unforeseen events while optimizing financial growth opportunities.
Retirement Planning
Our retirement planning service creates personalized strategies to ensure financial security during retirement years. We combine RRSPs, TFSAs, annuities, and cash flow optimization tools to build sustainable income streams. By analyzing current financial status and future goals, we develop tax-efficient plans that protect against market volatility and longevity risks while maximizing retirement savings potential.
Life Protection
Our life protection services offer comprehensive insurance products including term, whole, and universal life policies. We provide critical illness and disability coverage to safeguard against financial risks from health issues. These solutions protect beneficiaries, maintain family financial stability, and ensure business continuity through structured insurance frameworks that adapt to changing life circumstances.
Investment Strategies
Our investment strategies focus on tax-efficient wealth accumulation through diversified portfolios. We offer RRSPs, TFSAs, and exempt market products tailored to individual risk profiles. By combining growth-oriented investments with asset protection measures, we help clients build generational wealth while minimizing tax liabilities and ensuring long-term financial security for both personal and business objectives.
Cash Flow Management
Our cash flow management service optimizes personal and business financial flows to maximize savings potential. Through detailed analysis of income and expenses, we implement strategies to improve liquidity, reduce financial stress, and create pathways for wealth accumulation. This service integrates with retirement planning and investment strategies to ensure sustainable financial growth and emergency preparedness.
People
Leslie Machan Jr.
President, Financial Security Advisor
President and Financial Security Advisor with Investia Financial Services Inc., Leslie Machan Jr. continues his family's legacy of excellence in financial planning. Bringing decades of industry experience, he specializes in creating comprehensive wealth management solutions for individuals and businesses.
Laurie Machan
Vice President and Chief Financial Officer
As Vice President and CFO, Laurie Machan provides strategic financial leadership with her CPA, CA credentials. She oversees financial operations and ensures the company maintains the highest standards of fiscal responsibility while delivering exceptional client service.
Dina Hamad
Director of Client Relations
Dina Hamad serves as Director of Client Relations, leveraging extensive experience in financial services to ensure exceptional client experiences. She manages client interactions and coordinates the team to maintain the firm's high service standards.
Questions
What financial services do you specialize in?
We specialize in retirement planning, business succession strategies, investment management, life insurance solutions, and comprehensive wealth management tailored to individual and corporate needs.
How do you help businesses increase value?
We implement tax-efficient structures, partnership insurance, and succession planning strategies to enhance business value while ensuring continuity through unexpected events.
What retirement planning options are available?
We offer RRSPs, TFSAs, annuities, and cash flow optimization tools combined with personalized strategies to create sustainable retirement income streams.
How do you handle life insurance needs?
We provide term, whole, and universal life policies along with critical illness and disability coverage to protect beneficiaries and ensure financial stability.
What makes your approach different?
Our holistic approach combines over 30 years of experience with personalized service, maintaining a 90%+ client retention rate through tailored financial frameworks.
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