Stepright Capital Planning

Stepright Capital Planning
48-B Main St. S.
St. George, ON N0E 1N0

Step into the future with confidence with Stepright Capital Planning.

We are located in the village of St. George, and we offer financial planning services to the surrounding area with the charm of small town simplicity. By caring about our clients as if they were our own family, we will deliver planning that earns your trust and fosters a working relationship towards a common goal. Some of our services include:

Retirement Planning
Government benefits, pension plans, your personal savings and RRSP’s are all taken into consideration when designing your retirement plan in a 
tax-effective manner. We will show you the best way to draw your retirement income.

Estate Planning
After showing you a clear picture of your retirement the next step is to design an estate plan for the smooth and tax-effective transfer of your assets to your beneficiaries. We will help you reduce taxes, so as much of your estate as possible goes to your heirs or favourite charity.

Business Owner Planning Services
Stepright’s unique process has been designed to walk business owners through every step of the life cycle, to help ensure a sound wealth management strategy.

Contact us and together, we will help you create your financial plan today.

Stepright Capital Planning
Barry Ames
48-B Main St. S.
St. George ON N0E 1N0
Stepright Capital Planning Barry Ames
Barry Ames, CFP
Certified Financial Planner.

Barry has provided a valuable contribution since joining the Stepright Team in 2007, following a twenty-year career with CIBC.

Clients who are in the stage of pre-retirement and retirement gravitate towards Barry and seek his advice with their financial planning requirements because of his down-to-earth and approachable manner.

Barry works side by side with his clients to help them understand financial concepts in a simple, straightforward manner. He assures them that he will be with them, helping them to address the changes in their lives that will affect their financial future.

Barry understands unique family situations as he has three children, one of whom has autism. He has learned from dealing with a child with special needs that planning for the unexpected is something that everyone needs to do.

Barry is passionate about assisting families with “complicated kids”, as he calls them, helping them deal not only with their current needs but also those that may arise in the future.

Barry actively participates in the St. George Business Group, he volunteers his time with the Lions Foundation and is a member of the Paris Chamber of Commerce . He enjoys working with a variety of clients to assist them, step by step, to build their financial security.