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about you
It's All About You
Your life is unique to you. Your journey may look very different from your friends or family members-- and that's okay. We don't believe in cookie-cutter solutions.
You have questions and we, the Finstepz Team, hopefully have some answers. If we don't, we will coordinate with our professional team to find them for you. Sometimes, it takes a little collaboration to get you on your way-- and that's okay too.
You might be just starting out-- or well on your way-- but the journey is still ongoing. One thing that is common to every stage, is the need to take the next step. No matter where you are in your journey, let us take the next steps with you.
Tell Us your Story
To give great advice, first you need to listen.
If you're ready to talk, we're here.
Take the first step and contact us:
your starting point
I haven't even begun
I haven't even begun
I haven't even begun
Perhaps you are a recent grad, or just beginning to think about your financial future.
We can help you get started.
Ready to start
I haven't even begun
I haven't even begun
You have a steady income and want to start making plans. Whether they are short-term, long-term or both, we can help you with your strategy.
On my way
I haven't even begun
I am well established in my career or own a business
You have some of the big stuff in life figured out-- and that changes things. You need to sort out your priorites and start making some longer-term goals.
I am well established in my career or own a business
I have been saving or investing for a while and need to start planning for retirement
I am well established in my career or own a business
Protecting your assets and tax strategies are a few of the many things on your mind. It's time to hone in on what is really important.
I have been saving or investing for a while and need to start planning for retirement
I have been saving or investing for a while and need to start planning for retirement
I have been saving or investing for a while and need to start planning for retirement
You have been saving, but don't know if you have enough to retire-- and when.
Time for a retirement plan.
I'm already retired. Is my money going to last?
I have been saving or investing for a while and need to start planning for retirement
I have been saving or investing for a while and need to start planning for retirement
How you draw on your Canada Pension Plan, Old Age Security and your savings has a real impact on how long your money will last.
We can help navigate retirement income.