Welcome to Father & Son Financial!
At Father & Son Financial, we’re dedicated to serving our community by offering a range of services, including life and health insurance, investment planning, and farm succession planning. We partner with top Canadian suppliers who uphold the highest standards of quality, ethics, and values. We know how important it is for you to feel confident that your loved ones and business assets are well protected.
As a family-oriented business deeply rooted in the community, we take pride in managing your financial details so you can focus on what truly matters—enjoying life and contributing to the community around us. We’re here to support you every step of the way.
Message from Steve – I’ve been working as a Financial Planner since 1987, and I want you to know that I will guide and protect your family and business as if they were my own. With so many financial planners to choose from, I believe the key difference is simple: I listen. I’m thrilled to have my son, Spencer, following in my footsteps, and I couldn’t be happier about our partnership.
Outside of work, I love spending time with my family. I’ve been married for 40 years to my gorgeous wife, Sharon, and I’m a father to three adult children. I’m also a proud grandparent to my granddaughter, Eleanor. Watching her grow and explore the world brings me so much joy. I enjoy traveling, especially to Mexico, where I appreciate the culture and beauty. Like Spencer, I’m a big fan of the Toronto Maple Leafs and love cheering them on.
I’m an active member of the Wyoming Lions Club, where I help with various community projects. I’m excited to see where this new venture with Spencer will take us, and I look forward to serving our community together.
Steve Steinman CFP CLU CH.F.C. CAFA
Message from Spencer - I’ve been a dedicated financial planner since I started my career with Sun Life Financial in 2015. In May 2018, I had the privilege of teaming up with my father, Steve Steinman, to create Father & Son Financial. Now, as an independent financial planner, I’m thrilled to have access to over 15 different companies, allowing me to provide tailored solutions that meet my clients' unique needs.
Outside of work, I’m a proud pet parent and share my life with my wonderful partner, Alicia. I’m also deeply committed to my community, currently serving as the Vice President of the Petrolia Kiwanis Club and having previously volunteered as a Big Brother in the Big Brothers Big Sisters program. My passion for helping others extends beyond finance, and I strive to make a positive impact in the lives of those around me.
Spencer Steinman QAFP™ CAFA
