Stepright Capital Planning was founded in St. George, Ontario in 2001 by original managing partner Wayne Branchaud. We offer financial planning services to clients all over Southern Ontario, centered in Brantford-Brant. At Stepright, we value each client relationship and genuinely care to help you reach your financial goals. With a range of services, we are your financial partner for each step of your life.
Stepright Capital Planning offers services for all life stages from education planning to estate planning.
Investment Planning involves investment vehicles based on your future goals, risk tolerance, time horizon, as well as priorities.
Stepright is a safe place to ask questions and plan for retirement. We specialize in designing retirement plans taking into account government benefits, pension plans, personal savings, RRSPs, and most importantly – your desires.
After retirement planning, Stepright Capital Planning can guide you through estate planning. Working with accountants and helping design a plan for a smooth, tax-effective transfer of assets to your beneficiaries.
Stepright Capital Planning is here to help you plan for the unknown. With our disability and critical illness planning services, we can help you during tough financial times of critical illness; and help you manage the unexpected.
The Stepright team are members of the Chamber of Commerce Brantford-Brant, the Paris Chamber of Commerce, St. George Lions Club, and the Brantford Sunrise Rotary Club. We participate as volunteers or board members in the Brant United Way Campaign, Kids Can Fly, Cambridge United Church, Cambridge Community Living, Brantford Girls Hockey, Brantford City Soccer, Brantford CYO Boys Basketball, Brantford Galaxy Soccer, 100 Men Who Give a Damn, 100 Women Who Care, 100 Men Who Care, Push for Change, and the Brant Community Foundation, among our most recent activities. Each Advisor with Stepright Capital Planning is a member of Advocis, the Financial Advisor Association of Canada.
Trust Stepright Capital Planning to be your financial planning partner for each stage of your life.