Who We Are

After nearly three decades dedicated to building high-impact businesses, Reginald felt a call to change course in 2005. His entrepreneurial experience had made him understand the importance and value of adequate support, something that he would have enjoyed receiving himself as an entrepreneur. Accordingly, he set the first stones of what was to become Planisource.

In 2015, the arrival of his son Marc-Alexandre was a crucial step in this adventure. Sharing his father's vision, Marc-Alexandre brought a new dynamic to the company, allowing them to achieve their shared ambition: to create a sustainable and innovative business supporting enterprising families.

In 2017, Geneviève's arrival completes the visionary trio. Bringing a rich benevolence and pinpoint expertise, she helped create the solid foundation on which Planisource now rests. Together, they have shaped a company focused on collaboration and innovation, dedicated to serving enterprising families, while staying true to their core values.

Planisource as we know it was born. The ambition and vision of three partners who have been able to transform their experiences, aspirations and commitment into a single company. Today, it continues to Elevate, Perpetuate, Inspire, and Collaborate, to support enterprising families in their journey, while offering a one-of-a-kind EPIC adventure.

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We are committed to this noble objective, not only because we value their vitality and vision, but also because we recognize their vital role in creating a better tomorrow.

We are convinced that these enterprising families are the true pillars of change. Through their innovative spirit, their determination to create and develop, and their long-term vision, they are the essential drivers of the transformation of our society.

However, we also understand that their influence goes far beyond the financial realm. That's why we strive to help families understand the impact of their decisions. We support them with their in-depth understanding of the issues that surround them, to help them become not only actors of their prosperity, but also vectors of positive change for our society.

At Planisource, we are proud to be part of this journey. By supporting enterprising families in their transformation, we help shape a better world for generations to come.

We want to become the reference support team in strategic planning for enterprising and visionary families. We aspire to be recognized for our unique approach, combining financial, tax and legal expertise. In addition, we have a thorough understanding of the human and emotional aspects of intergenerational wealth transfers.

This ambitious goal guides us in every action and decision. We strive to exceed expectations, continually raise the quality of our services, and deliver unmatched value to all the families we support.

We are committed to staying at the forefront of the industry, constantly innovating and adapting our methods and approaches to changes in society and the specific needs of every family.

Our vision goes beyond the simple goal of leadership in our field. We are also looking to inspire and influence our industry to better address the human realities in financial decisions.

Finally, we hope that, through our dedication and expertise, Planisource will become an indispensable partner for all visionary enterprising families wishing a sustainable impact on society, while ensuring their financial prosperity.

At Planisource, we are dedicated to understanding and meeting the complex and interconnected needs of visionary enterprising families. We dive into the legal, financial and tax aspects, while trying to understand the human emotions and difficult decisions that come with wealth transitions across generations.

Our EPIC values are at the heart of everything we do. They define our approach, our culture and commitment to the families we support. Each of these values have profound meaning, and together they chart a path forward for all of those who are part of the Planisource Family.

Embracing Planisource's values means choosing to live an EPIC adventure – a journey meant to Elevate, Perpetuate, Inspire and Collaborate. It is accepting the challenge to constantly surpass themselves, to sustain the positive impact of enterprising families, to inspire with the depth of the issues addressed, and to collaborate with the family ecosystem in a mindset of respect and alignment.

By joining the Planisource Family, each member, each enterprising family that we support, embarks on an EPIC adventure. Our values are not mere words, but the compass that guides our actions, our decisions and our contribution to a future as trusted partners, committed employees, passionate innovators, and most importantly, as a family.

Welcome to the Planisource Family!

Réginald Barbe

B.B.A.| DESS
President & Founder

Réginald plays a key role in being responsible for customer relations and contacts of the firm, as well as the strategic development of the company. His experience as an entrepreneur gives him a unique vision in his approach. He is a visionary, able to see beyond conventional horizons and anticipate future needs. His understanding of the issues and challenges faced by families allows us to offer adapted and sustainable solutions.

Marc-Alexandre Barbe

Pl. Fin
FEA | CIO | Partner | Financial Planner | Financial Security Advisor

Marc-Alexandre guides the team towards a greater impact with enterprising families. He excels in intergenerational support and technical analysis to enable alignment and clarity for families. His strategic thinking propels the growth of Planisource and enriches our collaborations. Having observed family dynamics globally, he understands the complexity of relationships around self-actualization and money. His desire to better himself and to help others resonates with Planisource's culture.

Geneviève Bauer

B.Sc. | Pl. Fin. | A.V.A |
Associate Director

Geneviève combines perseverance with a passion for long-term goals. Her adventures, like a solitary trek in the desert, testify to her strong interest in challenges. What truly sets her apart is the synergy of her values with those of Planisource. She chose our team because she shares our commitment to excellence and collaboration. Our philosophy, which emphasizes an integrated, people-centred approach to family values, is in perfect harmony with her own professional principles.

Philippe Hanscom

B.A. | Pl. Fin.
Financial Security Advisor | Financial Planning Analyst

His main role is the preparation of financial plans, allowing clients to make informed decisions. His professional background is varied, and this diversity of experience gives him great versatility. He chose to join the company because of his vision of financial planning and the value placed on mutual aid between colleagues and the families they support. The activities are focused on collaboration and professional rigor, which corresponds to his vision of financial management.

Ian Bauer Lemesre

Customer Service Coordinator

Ian is the person you can always count on. His role as service coordinator leads him to support both customers and all members of the team. He can perform a variety of tasks. He is a great worker who seeks constantly improvement. His passion for numbers and his collaborative spirit are what led him to join Planisource, where teamwork is an integral part of daily life.

Planisource