More than just advisors – we are your partner in success.


Having spent nearly two decades providing sophisticated wealth management solutions to clients across the Greater Toronto Area and beyond, we’re dedicated to bringing you peace of mind today and helping you establish your legacy for tomorrow.


Joel Planert

Senior Portfolio Manager & Wealth Advisor

Billy Lam

Associate Advisor

Rebecca Tang


Lily Ng

Wealth Associate

Working with you today – and for life


Our commitment to high-quality service and exceptional standard of care are just some of the reasons our clients have stayed with us for decades.

The Planert Advisory Group team.

Precision and excellence are at the core of everything we do


Elevate your wealth management experience today

Contact us