Helping you with your next million dollars.

At Brunelle Financial Planning Group Ltd., we are deeply committed to helping you secure a strong financial future. With a focus on personalized financial advice, we provide comprehensive services that meet the unique needs of families, business owners, farmers, and multiple generations. As your trusted financial security advisor, we are dedicated to guiding you through every stage of your financial journey with care and integrity.

Brunelle Financial Planning Group Ltd.

Brunelle Financial Planning Group Ltd.

Expertise You Can Trust

Our firm is built on a strong foundation of experience and industry recognition. Mark Brunelle, a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), and Certified Health Insurance Specialist (CHS), has spent over 30 years helping clients navigate the complexities of financial planning. As a 23-year Life and Qualifying Member of the Million Dollar Round Table (MDRT), with four years Court of the Table (COT), Mark brings a wealth of knowledge and a commitment to delivering personalized, client-centered solutions.

Our Credentials

Families

Protecting your family’s future and ensuring generational continuity.

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Business Owners

Customized financial strategies that cater to the unique needs of entrepreneurs.

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Farmers

Financial planning solutions that support the stability and growth of your farm.

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Multiple Generations

From oldest to youngest, we offer tailored advice that meets the needs of every family member.

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A Path to Financial Freedom

Our mission is simple: to empower you to navigate your financial journey with confidence. We understand that financial planning is not just about retirement; it’s about considering your current needs and long-term aspirations to create a holistic financial strategy. With our dedicated protection planning process, we will work closely with you to listen, analyze, and develop a personalized financial protection plan that aligns with your dreams and objectives.

Life Insurance

Protect your loved ones and ensure your legacy.

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Critical Illness Insurance

Safeguard your financial well-being in the face of health challenges.

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Investment Planning

Grow your wealth through personalized
investment strategies.

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Insurance Planning

Secure your future with comprehensive protection tailored to your life circumstances.

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Trusted Guidance, Every Step of the Way

At Brunelle Financial Planning Group Ltd., we pride ourselves on offering reliable advice and exceptional service. We understand that navigating the financial world can be overwhelming, which is why we are here to guide you with expert knowledge and a personalized approach. Let us help you make informed decisions for a prosperous future.

Mark Brunelle

CFP, CLU, CHS

Founder  |  Certified Financial Planner

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Sheldon Jans

B.Sc

Financial Advisor

Book A Meeting

Whether you’re preparing for retirement, securing your children’s future, growing your business, or safeguarding your farm’s legacy, our team at Brunelle Financial is here to offer personalized guidance and support every step of the way.

1. Initial Discovery:

Schedule a meeting to understand the client’s financial situation, goals, and challenges.

2. Pre-Qualification & Asset Mapping:

Pre-qualify over the phone and gather essential information via the Asset Map intake form.

3. Problem Identification:

During the meeting, focus on identifying key financial risks and opportunities.

4. Solution Development:

Develop personalized strategies tailored to the client’s needs.

5. Plan Execution:

Help the client implement the agreed-upon financial strategy by securing the necessary products and services.

6. Ongoing Review & Support:

Conduct regular follow-ups to ensure the plan stays on track and adjust as needed.

What Clients Are Saying

“Thank you, Mark, for all your help over the years. We appreciate your professionalism, knowledge, information, personal service, and trustworthy, honest character. We have always found that you return our calls and answer our questions promptly. It is always a pleasure to chat with you and we highly recommend your services! You’re the best and we wish you the best!”

– CS & LS

What Clients Are Saying

“Thanks so Very Much for all your time and Energies.
You are appreciated, and very kind and giving. You are a very special Person.

We Wish You The Best.”

– RH & RH

What Clients Are Saying

“I have known Mark for almost 20 years – and in that time he has been an advisor, employer and a friend. I can honestly say that he is the real deal – he truly does care about his clients and will never advise anything that is not in their best interests. He has years of experience and knowledge to draw from when assisting his clients to make the best decisions for them and their family’s needs. I have always been treated with kindness and respect from him and I have personally seen that he treats all his clients this way. He is a decent, trustworthy and very experienced advisor and financial partner”

– AB

What Clients Are Saying

“Mark has been my financial advisor for a number of years. He started with helping with life insurance and investments for myself and Husband. He also set us up with travel insurance that will not increase even as we age.

Later, when I became a sole proprietor, he gave wonderful advice with regards to critical illness and disability coverage as bills come in even if you aren’t able to work.

Now in my semi retirement, he has helped with transferring some of my investments to annuities. So that I can work part time and still have the same income flow.

The thing that I appreciate about Mark is the fact I trust and respect his advice as he walks the talk. It has never felt like he is just trying to sell for the sake of selling. There is nothing that he has sold me on that he hasn’t either purchased himself or done indepth research.

He has always been very available, for which I have been very grateful.

We have recommended him to family and friends, and continue to do so.”

– LL

Our Partners