Travel Insurance
...
Helping you establish financial strength and clarity, sparking a ripple effect on your complete well-being.
You are unique and so are your personal goals. We invest the time to thoroughly understand your situation, so we can best educate you about your financial life planning options. This knowledge will empower you to make changes and take control of your financial future, thereby enriching your quality of life by fostering peace of mind.
At Cornerstone Capital Financial Group (CCFG), we take a holistic approach to developing, implementing and monitoring each individualized life plan. Together, we will create a complete picture of your current situation and your objectives, ambitions and goals, and then we will lay the cornerstones for your best life.
For more than 20 years, our clients have been at the centre of our commitment to big picture life planning, because wealth is about more than money. It's also about the peace of mind that comes from identifying your life goals and making a plan to reach them. We partner with you to curate your personal financial wellness strategy, freeing you from worry and enabling you to enjoy the many riches life has to offer.
At CCFG, we provide independent financial advice. This means that we answer only to you, our client. We offer you more than an institutionalized approach. It's about the clients, the relationship and how to map your best future.
latest news
Mon, 10/07/2024 - 06:00
As Canadian and US stock market indexes hit new highs this year, many investors began expressing anxiety about a possible ‘correction’. Financial media personalities have also been speculating about the timing of correction from these recent market highs – following a strong run over the past year... Read more
Mon, 10/07/2024 - 05:30
Before a sky scraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation is virtually unseen. The same goes for our financial strategies. Following are the basics of a strong financial foundation:
Budget – Governments and businesses use budgets... Read more
Mon, 10/07/2024 - 05:00
Recently, a client wanted to leave all their money to two charities through their Will. They wanted to leave a legacy to a few charities, and they didn't have any close family members.
Here is her situation: Age 80, $550,000 in savings (75% non-registered and TFSA), with income of $70,000 annually... Read more
Free Consultation
Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.