Each client is unique and requires individual approach. Guided by this principle, our philosophy is to develop Cost Efficient and Tax Effective solutions for our clients.
Mark Ber, Partner, graduated from York University with a degree in economics in 1982.
He entered the financial services industry in 1983 with Sun Life. In 1986, Mark founded Rapid-Med Plus, a national paramedical facility. In 1992, he opened The Producers Group Ltd., a boutique high end / high net worth estate and financial planning company. Mark joined forces with Jason Middleton in 2008 to create The Producers Planning Group Ltd. He is also involved in private equity placement, commercial real estate developments and the transportation industry.
Jason Middleton, Partner, earned a Bachelor of Business Administration with Honours in Accounting and Corporate Finance, in 1999, prior to earning his CFP designation in 2003.
He has a well rounded knowledge of the insurance industry, having worked at all levels of the business, from insurance company employee to Independent Insurance Broker and business owner. Jason's financial and accounting backgrounds allow him to take a comprehensive approach to advanced estate and insurance planning. His "educate first" approach resonates well with clients as his solution-based recommendations are tailored to their individual needs.
Our office currently manages over 1600 personal and corporate clients and consults for approximately 245 employee benefit plans.
The benefits division has contracts with all the major insurers and also deals with third party providers when required
Through our affiliation with the PPI Financial Group, we have offices and consultants throughout Canada to assist us in the implementation and management of our benefit plan arrangements.
The Producers Planning Group Ltd. is a leading provider of high-end estate and financial planning and employee benefit consulting.
Insuring your well being
Personal and Corporate Insurance / Employee Benefits / Financial and Estate Planning. You have an insurance need and we have the solution.