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:
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.
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.