Financial Strategy

Stinton Financial Group Inc offers individually-designed Retirement & Estate Planning strategies tailored to meet the unique needs of professionals, business owners and retirees. 

As your financial advisory team, we assist you in the creation, growth and preservation of your wealth. We provide a comprehensive and detailed assessment, and work with you to implement financial strategies suited to your needs. 

In order to develop your unique financial strategy, we will:

  • Collect, review and summarize all of your relevant financial information

  • Develop a clear understanding of your goals and objectives specific

  • Help design and create the various aspects of your planning strategy using financial instruments

Examples:

  • Registered and Non-Registered Investment Portfolios

  • Retirement Compensation Arrangements

  • Mutual Funds

  • Registered Retirement Income Funds (RRIFs)

  • Life, Disability and Critical Illness Insurance

  • Long Term Care Funding

  • Report regularly to you on how the assets we manage for you are performing

  • Provide assistance on other financial issues that you may encounter from time to time, and help to review and design an effective estate plan

  • Meet with you as your advisory team on a regular basis to review your changing needs, circumstances, and investment performance

Mutual funds and segregated funds provided by companies are offered through Worldsource Financial Management Inc. Other products and services are offered through Stinton Financial Group Inc.

The Process Summary

  • Information gathering
  • Client objectives
  • Analysis
  • Written reccommendations
  • Review with client and their advisors
  • Implementation
  • Regular Reviews
  • Reporting to clients

 

Core Planning Cycle