Welcome to
Plater Financial Inc.
Our area of specialization is in understanding the financial needs of our clients. Our exceptional talent is offering investment, insurance and estate protection advice – made simple, with a personal touch. At Plater Financial Inc., we provide a consistent message regardless of market conditions or fads.
Plater Financial Inc. services clients primarily in the southwest region of Ontario, and currently advises over 800 families, managing over 250 million dollars of investment assets.
Mission
Statement
Our mission is to provide tailored advice, service and solutions to our clients. We recognize that our business existence and continued success are dependent on how well we meet our responsibilities and earn the trust of our clients. We strive to develop long lasting client relationships. ​We adhere to the highest ethical business and personal standards.
We will continue to earn our respected reputation by treating clients and employees the way we would want to be treated ourselves, deliver on our promises, and continue to make contributions within the local community.
Company Values
“What We Believe…”
​
​
-
That the values of integrity, transparency and honesty drive success.
-
In working with clients who share our values.
-
In long term partnerships, always putting our clients first.
-
In practicing what we preach by owning what we recommend.
-
In Transparency- what client pays, to whom and how we are compensated
-
In investing in people, technology and service opposed to bricks and mortar.
-
The portfolios we build for clients are the very best to achieve success.
-
In not locking them into investments that could trigger penalties.
-
That achieving financial goals takes planning.
-
That our present actions ensure our, and our clients, future success.
-
Lowering our client’s fees by leveraging their portfolio size.
-
It is our responsibility to educate the client about what they own and why.
-
It is our responsibility to educate the client from a behavioural standpoint.
-
In honesty- telling the whole truth and not lurking in the grey area.
-
By lowering client fees, you improve their long term investment performance.
-
All advice should be based on the client's present and future tax situation.
-
In taking a holistic view of clients financial situation.
-
In giving back to the community.