Business Details
26 Years
experience
Your Trusted Financial Partner in Brantford
Founded in 2000, our firm was built on the belief that financial advice should be as unique as the individuals we serve. Over 25 years, we have grown into a collaborative team of independent financial advisors dedicated to delivering personalized strategies rooted in trust and integrity. With over 140 years of combined experience, we specialize in comprehensive financial planning tailored to individuals, families, and businesses in the Brantford area.Our approach prioritizes understanding each client's unique goals, whether navigating retirement, estate planning, or wealth transfer. We emphasize education, empowerment, and enrichment, ensuring clients feel confident in their financial decisions. Our commitment to community and client-centric values continues to drive our mission of long-term partnership and financial clarity.
Services
Financial Planning
Insurance Analysis
Portfolio Analysis
Tax Planning
Estate Planning
Retirement Planning
Details
- Year established: 2000
Highlights and features
- We offer 25 years of experience in personalized financial planning.
- Our team has over 140 years of combined industry expertise.
- We specialize in tailored strategies for women's financial independence.
- We prioritize community-focused, relationship-driven financial guidance.
- We provide holistic planning for retirement, estate, and wealth transfer.
Services
Financial Planning
Our financial planning service creates customized strategies to help clients achieve long-term goals. We analyze income, expenses, and investment opportunities to build sustainable plans. With a focus on education and empowerment, we guide clients through retirement, estate, and wealth transfer decisions.
Estate Planning
Estate planning ensures your assets are distributed according to your wishes. We help clients establish wills, trusts, and legal frameworks to minimize tax burdens. Our approach prioritizes family needs and long-term legacy preservation for future generations.
Retirement Planning
Retirement planning focuses on building sustainable income streams for post-career life. We assess savings, investment growth, and risk management to create secure retirement timelines. Our strategies address longevity and healthcare needs for financial confidence in later years.
Portfolio Analysis
Portfolio analysis evaluates current investment performance and risk levels. We provide actionable recommendations to optimize asset allocation. Our goal is to align portfolios with clients' financial objectives while maintaining balanced risk exposure.
Tax Planning
Tax planning identifies opportunities to minimize liabilities through legal deductions and credits. We develop strategies for income timing, investment losses, and retirement accounts. Our approach ensures compliance while maximizing after-tax returns for long-term growth.
People
Shannon McMannis
Founder
Shannon founded Cornerstone Capital Financial Group 25 years ago with a vision for personalized financial advice. He leads a team with over 140 years of combined experience, focusing on community-driven wealth strategies. His approach emphasizes education, empowerment, and long-term client partnerships.
Questions
What financial services do you offer?
We provide financial planning, retirement strategies, estate planning, portfolio analysis, and tax optimization services tailored to individual and business needs.
How do you tailor services for women?
We address unique financial challenges women face, including longevity planning, caregiving impacts, and wealth-building strategies through personalized consultations.
Do you serve businesses?
Yes, we offer financial strategies for business owners, including succession planning, investment management, and retirement solutions for self-employed individuals.
What areas do you serve?
We primarily serve individuals and families in Brantford, Ontario, with virtual consultation options available for broader accessibility.
Reviews (5)
Zainab Danjumma
Oct 23, 2021
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I am proud to recommend mrs,victoria crypto for a selfless and reliable investment service, I was constantly looking for a reliable platform to invest and my friend introduced me to her platform and I realized this is the best platform to invest on because she maintains discipline in her investment, relationship and strategies to ensure the complete transparency and credibility of her investors. if you want to be financially successful invest in her platform now, Contact her Via Email: victoriacrypto062@gmail.com Whatsapp: +13153028202
Linda Bazoian
Oct 23, 2021
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Shannon is professional, knowledgeable and trustworthy, important qualities in a financial planner. She is highly engaged in the community, which means a great deal to me.
Mary Boji
Oct 15, 2021
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Excellent service from Mrs Brenda William, Brenda dealt with everything for my bitcoin Investment and ensured all my withdrawal were quick and efficient. Would highly recommend Brenda William to everyone who is having difficulty trading or have been scammed before like myself. contact her now through this. Email:brendawilliam784@gmail.com WhatsApp: +1 (805) 491-5639
Doug Sinclair
Nov 20, 2020
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Positive:Professionalism,Quality,Responsiveness
Shannon has always had our financial interests at heart. Her innovative ideas have come to fruition for our family and continue to carry on. Shannon is open to hearing about our family needs and has responded in kind. Not sure where our family would be without her leadership.
Shannon has always had our financial interests at heart. Her innovative ideas have come to fruition for our family and continue to carry on. Shannon is open to hearing about our family needs and has responded in kind. Not sure where our family would be without her leadership.
Scott Cavin
Oct 17, 2019
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Thank you Shannon for your commitment to guiding and advising our family. Your sound Financial Planning advice has been instrumental in our financial success. You always go above and beyond thank you for caring so much!! You are like family.
