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Three Decades of Service

Cotton Planning Services understands the needs of its corporate clients. For over 30 years, we’ve been one of Canada’s top producers. We take great pride in the work we’ve done and know we can do the same for your business.

Financial experts
Better Business Bureau (BBB) accredited for over 25 years, our team at Cotton Planning Services strives to be Financial Counsellors you can trust. Schedule an appointment today to learn how our decades of expertise will grow your business.

Dedicated and Reliable

Specializing in corporate life and business insurance, our services include (but are not limited to) Registered Retirement Savings Plan (RRSP) Maturities, Registered Retirement Income Fund's (RRIF), Annuities, Segregated Funds and Tax Planning. While we are located in Edmonton, Cotton Planning Services has clients throughout British Columbia and Alberta. We work one-on-one with our clients to find the best financial solutions possible to protect their various interests. Our staff is dedicated to helping our clients understand their financial investments and feel more secure in their future corporate endeavours.
Read Our News Letter | Compliments of: Gerry Kosior, CFP, CLU, Ch.F.C.