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Steve Steinman and his team are masters at creating a safe place for families, business owners, and individuals like you to be clear about your expectations regarding your finances and your future.

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Steve Steinman, CFP CLU CH.F.C. CAFA

 


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Steve Steinman has been helping farming families get unstuck with farm succession planning for decades. His presentation delivers information that farmers can easily take action with and implement in their farm businesses.

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Spencer is always just a call away and always willing to help my family with all of our financial and insurance needs

Kyle Limb

Spencer really knew his information well and brought up great points in regards to why it is important to look into insurance at a young age. I would recommend him to anyone who lacks proper insurance, he delivers well and puts no pressure.

Warren Boersma

I have had the pleasure of knowing Mr. Steinman for a number of years now and not once have I ever felt he was steering me in the wrong direction or not working for my best interest with regards to my financial decisions. He has always made sure to explain things in a way I can understand and appreciate and whats more he provided me with the vital information I needed to make my own decisions and have never felt he was making decisions for me. He has always been available whenever I have had questions no matter how seemingly insignificant. I have no problem putting my trust in Spencer and feel better now more than ever with my financial future which as a single father is an incredible feeling knowing you and the ones you care about are in good hands.

Nic McIntosh

My husband and I would like to give a big shout out to Spencer Steinman for his high quality and personalized service. We immediately felt a sense of trust, competency and care, especially as he took the time to come to us when we couldn't make it to him (even buying Brownie cookies from our daughter!). Look no further, keep it local. Father & Son Financial - Steve & Spencer Steinman will take good care of you.

Sheila Ward

I am a new client with Spencer and have been very happy with our relationship and the services he provides. Spencer was extremely easy to meet with, flexible with his appointment times and very knowledgeable. I value that Spencer listened to my requirements and appreciate the effort he put into laying out my options and providing a recommendation that he felt best suited my needs.

A+ service from an A+ team at Father & Son Financial.

Jesse Ferguson

We first met Steve in late 2013 having been recommended to us by our accountant. We trust our accountant so we agreed to meet with Steve. Because we were hesitant and had lots of questions, Steve met with us in our home about four times. He patiently, in “layman’s language”, and personably, introduced us to the various ways we could invest our money, helped us plan for our future and for our retirement needs. He helped us make the best decisions based on the level of risk we were willing to take, what made us most comfortable. We found him to be very knowledgeable and trustworthy. He also was very open in providing us with his own reasoning for his own personal investment strategies with Empire Life. We were most impressed with how he always went the extra mile in answering questions that we had, as well as his response time.

Louise & Mike Stallaert

Dover Centre, ON

Steve has taken care of our financial needs for 25 years. His advice has provided retirement money and created an estate for my children that they never would have had.

Harry Murray, Retired Farmer

Corunna, Ontario

I have been working with Steve for over 20 years. Steve has provided us with great advice regarding our retirement and estate planning. Steve is only a phone call away and helps me to simplify the many forms and statements I receive. He is a joy to work with and I look forward to his visits.

Barbara Arcese

Komoka, Ontario

I started collaborating with Steve when I was working with Farm Business Consultants. Steve was a great resource for my farm clients in all aspects of estate planning – from insurance to investing. I soon engaged Steve as my personal investment advisor and am pleased with the results. He provides status reports regularly and frequently which sets him aside from others in his profession. I recommend him to all my current clients and friends.

Robert Alcock

Watford, Ontario

“We have been working with Steinman Financial Network for 17 years. Working with Steve Steinman has given me the peace of mind knowing that my Family and Business would be taken care of in the long-term. We really like working with Steve. We appreciate his industry knowledge, Honesty and his sense of humor. He has delivered straight forward advice through the years and has been there every step of the way as our business has grown. He has guided our insurance estate and investment planning in the right direction and most importantly Steve has identified opportunities others have missed.”

Joe and Joanne Van Bree

Middlesex Concrete Forming