S&V Planning

S&V Planning is an independent Managing General Agency servicing over 1000 advisors in Canada for over 10 years. Our mandate is to provide each advisor with fast, personalized service. Read More about our range of services.

We offer excellent training at all our locations. To find out about the latest sessions, and locations, click here.

We select tips that we feel will benefit all our advisors. Read current and past tips.

Our resource library contains a wealth of information including forms, pre-designed letters and a variety of topical articles on a wide range of issues. To access the library click here.

This website is intended for use solely by Financial Planners and Life Insurance Advisors.
It is not intended for use by the public.