Together we step into the future with confidence.

Welcome to the Website

Apr 18, 2018

At Stepright Capital Planning, we value each client relationship and have made it our mission to help you reach your financial goals. We know that starting the process of working with a financial planner can feel overwhelming – but it is our highest priority to provide you with the best tools available that will make working with us a great experience. That’s why we are proud to announce the launch of our new website!

Designed with our clients in mind, our new website is easy to use on your computer, tablet or even on your phone. It walks you through what to expect when starting the financial planning process, provides quick access to helpful resources such as financial planning calculators, and keeps you connected through our regularly updated blog. You will also find information on all the services Stepright Capital Planning offers, including:

Retirement Planning – Find out more about the four major pillars in retirement for most Canadians…Canada Pension Plan, Old Age Security, Employer Sponsored Pension Plans, and Personal Savings Plans.

Estate Planning – We work with tax, life insurance, investment, legal and business specialists to ensure an efficient arrangement of your affairs. See how our advisors will guide you through important decisions that impact your family.

Investment Planning – We can help you find the right tools for your investments, allowing you to reach your goals. Find out more on our Investment Planning page.

Insurance Planning – Insurance planning is particularly important for young families, families with a high net-worth, business owners, and families that are dependant on one income. Find out why you can trust Stepright Capital Planning to create an insurance plan that is right for you.

Education Planning – One of the most valuable gifts you can give is financial support towards your loved one’s education. Start planning your child’s or grandchild’s post secondary education today!

Disability and Critical Illness –Start the process of getting the important information you need and see how Stepright can help you find the right investment tools to make life easier.

At Stepright Capital Planning we do everything in our power to make planning for your future as simple and comfortable as possible - which is played out on every page of our new site! Reach out to Stepright Capital Planning today by clicking on the link below. Because with Stepright Capital Planning…together we step into the future with confidence!