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Meet the Team

Group One Planning Solutions (GOPS) is a Financial Planning services company that has evolved over many years to provide sound financial services and advice to our clients. It began on a cold day, Dec 13 1976 when Bob White started in the life insurance business. And has evolved to become a family business with both Wife Pat and daughter Shannon.

We have grown, adding more professionals to our GOPS Family to better serve you and your families in the future.

We are a team whose main objective is to serve our clients, their families and businesses with the highest degree of integrity and honesty to help them achieve the financial solutions to their ever changing needs today, tomorrow and for generations to come.

Each Team member brings their own unique specialty and delivers talents to the team to enhance the quality of service we provide for each of our clients’ individual life style needs.

Our Goal: Working to achieve the best possible results we can for our clients, based on the information provided and within their means. To help them achieve what they envision for themselves, their family and their business, through the use of sound and proven planning strategies and techniques.

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Robert N. White (Bob), CLU

Financial Advisor

Bob started his career with Metropolitan (MET) life on Dec 13 1976, and worked with MET for 15 years both as an insurance advisor and a branch manager

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Duncan McIntyre

Mutual Fund and Insurance Representative

Duncan started his financial career in 2001 when he finished the Canadian Securities Course with Honors.

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Julie Burgess

Administrative Assistant

Julie is a versatile Marketing Assistant known for her client focus and attention to detail. With a background in finance and 15+ years of experience...

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Pat White

Office Manager

Pat is the co-owner of Group One Planning Solutions, along side her husband Bob White. 

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Amanda Cagnoni

Administrative Assistant

Amanda has over 20 years experience as an Administrative Assistant and worked with Group One filling in while Shannon...

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