About Us

Steve Steinman CFP CLU CH.F.C. CAFA - President

A Message from Steve Steinman

Thanks for visiting my website. I’m Steve Steinman and since 1987 my team and I have worked hard to create a safe place for families, business owners and individuals like you become financially independent. There are a lot of financial planners to choose from and I want to be clear that the difference between me and so many others is simple: I listen. Then my team and I customize our products and services to help deliver the results you expect through farm succession planning, life insurance, group benefits, pensions, retirement planning and risk management.

You and your family can enjoy health, dental & life insurance services, farm succession planning and the financial products from the best Canadian suppliers who are held to the highest standards for quality, ethics and value.

I want you to know that I will guide and protect your family and business just like they are my own. That’s why so many families have grown to rely on my services and experience. I understand how important it is to feel confident that everything is being looked after with respect to the ones you love and your business assets. We are a family oriented business who will take care of your financial details so you don’t have to.