in the village of St. George, ON, Stepright Capital Planning
Inc. offers financial planning services to the surrounding
area with the charm of small town simplicity. The team at
Stepright deeply values the relationship they enjoy with their
clients as they help them achieve their financial goals.
Offering Retirement Planning
The office of Stepright Capital Planning Inc. is the warm
and friendly place to go for answers about your retirement.
Stepright Capital Planning Inc. specializes in designing retirement
plans that consider your desires as the primary basis for
all planning. Government benefits, pension plans, your personal
savings and RRSP’s are all taken into consideration
when designing your retirement plan in a
tax-effective manner. We will show you the best way to draw
your retirement income.
After showing you a clear picture of your retirement the next
step is to design an estate plan for the smooth and tax-effective
transfer of your assets to your beneficiaries. We will help
you reduce taxes, so as much of your estate as possible goes
to your heirs or favourite charity.
Business Owner Planning Services
Stepright’s unique process has been designed
to walk business owners through every step of the life cycle,
to help ensure a sound wealth management strategy.