S&V Planning is one of the leading Managing General Agencies in Canada. As an MGA, we are the liaison between the insurance and investment companies and the financial advisor community.

To ensure our advisors can offer their clients the best available solution in the market, we have contracts with a large number of suppliers, from the major insurance companies to alternative investment providers.

We are proud to be recognized across the country for our excellence in service.

We translate expertise and teamwork
into value for your business.