MC Planning Ltd. (MCPL) helps employees understand their personal finances and how to plan for their retirement through the design and delivery of engaging workshops. We know for a fact that financially secure employees makes for better workplaces and we’ll help your company’s employees reduce finance-related stress and take control of their financial lives. This, in turn, drives greater productivity, builds loyalty, and reduces turnover and absenteeism.

One of the driving principles of MCPL is that our financial education is entirely independent, meaning we do not sell any financial products, nor do we accept any form of compensation from financial product salespeople or firms.

We also take pride in our network of friendly, enthusiastic and credible facilitators who deliver our workshops at workplaces all across Canada. They have helped countless employees navigate difficult financial and life decisions, and develop long-lasting relationships with clients from coast-to-coast.

Founded in 2004, MCPL is led by Mike Carter, CFP, an industry leader who has been providing financial training to organizations across Canada since 2004.