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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At Balance by Planning, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Randal Hack, CCIB, FCIP, CAIB, CRM

Randal Hack, CCIB, FCIP, CAIB, CRM

Wealth Planner

Quinn Flynn,

Quinn Flynn,

Financial Professional

Sameer Amin, MBA, CIM®

Sameer Amin, MBA, CIM®

Supervising Portfolio Manager

Narges Khalili

Narges Khalili

Associate Portfolio Manager

Interior of a grand building with tall arched windows, ornate marble columns, decorative molding, and a large chandelier with round lights hanging from the ceiling.

Team Values

  • Working in the best interests of clients is the foundation of all our decisions. Appreciating each individual’s unique situation, we take the time to listen, ensuring every recommendation reflects what matters most to clients. Our approach builds trust and fosters long-term relationships grounded in genuine care.

  • We’re in the business for the people. That means we intentionally engage with our clients and stay on the pulse of what’s happening in their lives, both personally and financially. This open, personable communication creates an atmosphere of understanding and support, where clients always feel heard and valued.

  • The philosophy of our practice is that we would never give advice to a client that we would not follow ourselves. Clients can expect thoughtful, transparent coaching that is designed to help them make informed decisions with confidence and clarity.

Timeline

1995–1998

Launched career with London Life, establishing a foundation in comprehensive financial planning and building client relationships.

1998–2003

Joined MemberCare Financial as a financial advisor, further developing expertise in investment and insurance solutions.

2003–2007

Transitioned to WorldSource Financial as an independent financial advisor, expanding his practice and client base.

2007–2008

Partnered with Professional Investment Services, continuing to provide independent financial advice with a focus on personalized wealth strategies.

2008–Present

Joined Global MaxFin Investments Inc. as an independent financial advisor, delivering tailored financial planning and investment management solutions.

2017

Welcomed Randal’s daughter, Quinn Flynn, to the practice as a financial advisor, naming her as his successor to ensure continuity of service for future generations.

Supporting our community

We are committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we help remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects our team’s belief in fostering a brighter future and ensuring every child has access to quality education.

Advancing pediatric health is one of our top charitable priorities. By contributing to SickKids, we support groundbreaking research and provide world-class healthcare for children. Our involvement not only helps improve health outcomes, but also offers hope and healing to families, underscoring our dedication to bettering the lives of young patients and fostering healthier communities.

Promoting cultural awareness and unity is another of our key focuses. Through our support of The Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement reflects a commitment to creating a more inclusive and compassionate society for future generations.