Together we step into the future with confidence.

Stepright Capital Planning has been a community-minded small business since it was launched 20 years ago. We are committed to serving our community in a safe and secure environment. We continue to work together with our partners at Canada Life to provide you continued access and information on the business you have entrusted to us over the years.

Community safety is our number one concern. We will continue to do our part during this difficult time. We want to ensure you continue to have ready access to information about your investments and insurance solutions. With the uncertainty we are facing, we believe it is socially responsible to limit our face-to face contact.

We would encourage you to contact your advisor directly by telephone, text or email. Calls and messages left at our office will be monitored and we will endeavor to address your queries as soon as we can.

While these are challenging times, we are committed to working with you our clients, our family and neighbours to see this through. Each of us are an important part of this great community -- let’s work together to stay positive and stay healthy.

Stepright Into Your Future

Stepright Capital Planning was established in 2001 in St. George, Ontario, and provides financial planning to clients all over Southern Ontario. Stepright treats every client relationship like family, and we genuinely care about your financial goals and helping you reach them. With services ranging from education planning to estate planning, and every life stage in between, Stepright Capital Planning truly is your financial planning partner.

Who We Are

The team members of Stepright Capital Planning are proud to be active in our communities through organizations including the Chamber of Commerce Brantford-Brant, the St. George Lions Club, and the Brantford Sunrise Rotary Club, as well as volunteering countless hours for a variety of charities and organizations. Each financial advisor at Stepright is a member of Advocis, and the Financial Advisor Association of Canada.

Meet Our Team

Stepright Capital Planning is here to guide you through all of your financial goals.