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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, services, 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 clients.

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We strive to develop long-lasting client relationships. ​

We adhere to the highest ethical business and personal standards. 

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We will continue to earn our respected reputation in the community by treating clients and employees the way we would want to be treated ourselves, delivering on our promises, and continuing to make contributions within the local community.

Company Values

What we believe...

  • Achieving financial goals takes planning.

  • The values of integrity, transparency, and honesty drive success.

  • In working with clients who share our values.

  • Putting our clients first, always.

  • The portfolios built for clients are the best to achieve success.

  • Our present actions ensure our and our clients' future success.

  • It is our responsibility to educate the client about what they own and why.

  • Educating clients from a behavioural standpoint.

  • Advice should be based on a client's present and future taxes.

  • Transparency: what the client pays, to whom, and how we are compensated.

  • Honesty: telling the whole truth and not lurking in the grey area.

  • In practicing what we preach by owning what we recommend.

  • Not locking clients into investments that could trigger penalties.

  • Lowering fees improves long-term investment performance.

  • In giving back to the community.

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©Plater Financial ++ All rights reserved
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Insurance products, including segregated fund policies, are offered through Plater Financial Inc., and Investment Representatives Tim Plater, Dave McLean and Grace Plater offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Any activity in relation to Tim Plater’s title as Founder of Plater Financial Inc. is related to insurance business only, and is not the business of/or under the supervision of Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.​

For the Quadrus privacy policy, click here

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be

associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

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