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...
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Achieving financial goals takes planning.
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The values of integrity, transparency, and honesty drive success.
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In working with clients who share our values.
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Putting our clients first, always.
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The portfolios built for clients are the best to achieve success.
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Our present actions ensure our and our clients' future success.
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It is our responsibility to educate the client about what they own and why.
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Educating clients from a behavioural standpoint.
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Advice should be based on a client's present and future taxes.
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Transparency: what the client pays, to whom, and how we are compensated.
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Honesty: telling the whole truth and not lurking in the grey area.
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In practicing what we preach by owning what we recommend.
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Not locking clients into investments that could trigger penalties.
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Lowering fees improves long-term investment performance.
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In giving back to the community.