Benefits Plus / Personalized Investment Planning
not to meet but to exceed our clients' expectations

About Us

With more than thirty years of experience, Michael Gentile has been helping local businesses, families and individuals in the Kitchener-Waterloo and surrounding areas to secure their financial position by providing insurance, investment & group benefits expertise .

building trust

 

Michael Gentile, B.A., C.L.U., CH.F.C., C.F.P.
President

Mike has been in the financial services business since 1974. He is a graduate of McMaster University (background in Economic Geography) and graduate of the Life Agency Management Program. His memberships include the Institute of Chartered Life Underwriters and the Estate Planning Council. He served as past President of the Region of Waterloo Canadian Association of Insurance and Financial Advisors and is qualified to provide a broad range of financial instruments. Mike brings to the table his extensive experience regarding a broad group of financial instruments ranging from Insurance to Investment Funds. It should be further noted that Mike has authored over 60 magazine and newspaper articles on the subject of Investment Vehicles to Financial Planning. Mike established Personalized Investment Planning Inc in 1983.

 

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