Established Family

Family's with older children need a wise cash flow management plan to help contend with rising expenses.

Protecting your family

No financial strategy is complete without a plan to protect loved ones from financial loss.

Your investments

Wise asset allocation and careful investment selection are key to a well-balanced portfolio.

Your Legacy

A detailed estate plan creates a legacy that can benefit your heirs in many ways.

Your Retirement

Retirement today comes with many possibilities. We can help you make the most of every opportunity.

Retiree

Careful planning can help ensure the highest income level to make your retirement dreams a reality.

Your child's education

Few things in life are more rewarding than helping the next generation get a great education.

Single

When life situations change a good financial strategy can help to lower the stress.

Income Tax Planning

Minimizing taxes through carefully planning is one of the most powerful financial strategies available today.

Running a Business

Running a successful business can be one of life's most rewarding experiences.

Freedom through sound financial planning

At Premier Financial Planning Services, we are dedicated to helping our clients achieve the freedom that comes from consistently making good financial decisions. We want to be the organization they turn to whenever there is an important decision to be made.

As both a Certified and Registered Financial Planner with over 25 years of experience, we are uniquely qualified to advise clients in 3 ways:

Mutual Funds Provided Through FundEX Investments Inc.

Our clients tell us that the plans we provide them with take away a lot of their stress. They enjoy having a clear picture of what they need to do and how.

Whether you are looking for someone to manage your investments or not, a portfolio review can provide fresh insights into whether you are doing the best you could be.

Working in conjunction with your lawyer or mediator, we provide insights that are crucial for successfully making your way through this transition.

The Money Lady

Jacquie Skinner CFP, R.F.P, BA, ‘The Money Lady’, is an experienced financial planner. She opened Premier Financial Planning Services in Midland in 1992. She has clients in Midland, Penetanguishene, Victoria Harbour and Tiny & Tay Townships as well as Barrie, Alliston, Bradford, and Newmarket.

Need help with your finances? Looking for a second opinion? Call Premier Financial Planning Services today! (705) 527-6705.

Click the link on the left to view an article featuring Jacquie Skinner!

Why choose an R.F.P.? Click the link on the left to find out!

Recent Articles

Simple Goals for Living Well

Posted on: November 11, 2019

This seems to be an increasingly topsy-turvy world with wacky politics and trade wars between the US and just about everyone else. And in Canada we have all just witnessed another hard-fought federal election that ended with a minority government. The question is how to navigate such tricky...

What You Don't Know Could Cost You

Posted on: November 11, 2019

The age old saying, 'Ignorance is bliss', may apply to many things in life. However, when it comes to your finances, ignorance can be absolutely devastating. Even the government is calling the startling low rate of financial literacy among Canadians an epidemic that can have catastrophic...

The Family Meeting

Posted on: November 11, 2019

Phillip and Betty want their estate settled as smoothly and cost effectively as possible when the time comes. They have taken a number of steps to make sure this happens. Phillip and Betty review their wills on a regular basis and make changes as necessary. They have discussed their wishes with...

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Testimonials

D.&S. L.

We hired Jacquie in late 2011 to prepare a complete financial analysis and investment plan for us. We received a detailed plan that was customized for our situation. It was complete and easy to understand. Not only that, but Jacquie took the time to explain the report step by step and was open to questions along the way. We have peace of mind knowing we have a plan for our retirement, but most importantly, we know we can turn to Jacquie at any time to ask questions or get clarification. It is truly refreshing to know that we have an advisor who reviews our portfolio on a regular basis and gives us her recommendations. We like the fact that Jacquie is very knowledgeable and approachable. She takes the time to answer our questions and has always made us feel like an important client even though our portfolio is only an average size. We trust her advice and appreciate the personal service we have received. Jacquie is foremost a professional who cares about her clients. She is very approachable, and has taken the time to get to know us and to listen to our goals and answer our many questions.

Barrie, ON
D & J. W.

We are most pleased with your detailed outline of our financials and suggested breakdown for our retirement planning. We felt your unbiased evaluation and recommendations as a fee only planner hit the nail on the head.

Barrie, Ontario
J.H.

While acting as Power of Attorney for my mother I consulted Jacquie for a second opinion about financial planning issues.

Jacquie quickly provided a broad overview of my concerns, printed specific examples to show the different paths I could take and offered her professional opinion on recent market trends, clearly demonstrating her wealth of experience and knowledge.

She also highlighted and summarized important points to conclude our meeting. And Jacquie did it all in one hour. I was then able to ask informed questions and deal confidently with my mother’s financial planner. It was definitely money well spent.

Jacquie was prompt, professional and a pleasure to work with on her fee for service basis. I would highly recommend her services whether you are entrusting her with your entire financial planning needs or are seeking a trusted, experienced ‘second look’.

Midland, Ontario

Established Family

Protecting your family

Your investments

Your Legacy

Your Retirement

Retiree

Your child's education

Single

Income Tax Planning

Running a Business

Freedom through sound financial planning

The Money Lady

Click the link on the left to view an article featuring Jacquie Skinner!

Why choose an R.F.P.? Click the link on the left to find out!

Recent Articles

Simple Goals for Living Well

What You Don't Know Could Cost You

The Family Meeting

Testimonials

D.&S. L.

D & J. W.

J.H.

About Us

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Freedom through sound financial planning

The Money Lady

Click the link on the left to view an article featuring Jacquie Skinner!

Why choose an R.F.P.? Click the link on the left to find out!

Recent Articles

Testimonials

About Us

Book an Appointment

Connect with us