Our Team


Clearplan is an experienced team of professionals with a purpose and a passion for improving the lives of families and their successive generations.  James Pelmore has 28 years experience as an Investment Advisor and Leanne Brothers will admit to almost as long a career.  Their partnership was founded over 20 years ago, in 1994.

It has been almost 50 years since Dan Schindle and Jim Burton founded PPI Advisory, Canada’s first independent Insurance Managing General Agent (MGA).  PPI Advisory is Canada’s premier independent insurance MGA and source of proprietary custom insurance solutions for the high net worth market.

James Pelmore

Leanne Brothers

Dan Schindle

Lisa Milan

Vivien Wu

Shelley Stephens

Cheryl Harper

Katrina Stobbart