Since 1987 we have worked hard to create a safe place for families, business owners and individuals like you become financially independent. There are a lot of financial planners to choose from and the difference between us and so many others is simple: we listen. We listen to your input and goals to develop a wealth management system that best fits your life.
Steve & Spencer Steinman have been helping farming families get unstuck with farm succession planning for decades. As a local company, we understand the community and surrounding financial landscapes better. You and your family can enjoy life & health insurance, investment planning, farm succession planning and the financial products from the best Canadian suppliers who are held to the highest standards for quality, ethics and values.
Steve & Spencer Steinman have been helping farming families get unstuck with farm succession planning for decades. As a local company, we understand the community and surrounding financial landscapes better. You and your family can enjoy life & health insurance, investment planning, farm succession planning and the financial products from the best Canadian suppliers who are held to the highest standards for quality, ethics and values.
Services
Life Insurance
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The tax-free proceeds from a life insurance policy can be used to pay off: debts, final expenses, mortgages or to leave money to your loved ones. Protect your family with much needed cash when they need it most. The amount of money for which you are insured and the type of insurance you buy depends on your needs.
Travel Insurance
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Depending on the product, a travel insurance policy can protect you if your baggage is lost, if you become sick or injured, are forced to cancel your trip, and even if your tour operator goes bankrupt, to name but a few scenarios Steve & Spencer Steinman have access to the best coverage to meet your travel needs.
Health Insurance
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Sometimes health insurance is referred to as "living benefits"; because, unlike life insurance, the insured person is alive and receiving the benefit. There are 4 types, all with a common purpose - to make sure your finances don't suffer when your health does. If you are leaving a group benefit plan we have products to replace many of the benefits you had at work.
RESP’s & Tax Free Savings Accounts
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You will be invested in professionally-managed portfolios whose asset mix evolves to reflect your time horizon and we'll help ensure you take advantage of all available government grants. All you have to do is share some basic information about your child such as their date of birth and social insurance number.
Advanced Tax Planning
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The investment and insurance products you hold have varying tax implications, and therefore, varying effects on your income. Through our network of trusted advisors, Steve Steinman offers tax planning services and key advice to help you get the most out of your money. It's always a good idea to examine the amount of taxes you pay and look for products and strategies that provide tax advantages.
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