Consultive Solutions

At Pearl Planning & Financial Solutions, we believe that financial planning is not just about managing money, but about guiding our clients towards a brighter financial future. Our team is dedicated to helping individuals and families achieve their long-term goals through a combination of expert financial planning, wealth management, and insurance solutions.

Our Story

Our journey began in 2006 when our founder, Stephanie Piroli, joined forces with Priscilla Monteith, a Certified General Accountant and Financial Planner. Together, they shared a vision of providing personalized financial planning services to clients, helping them meet their financial objectives and building a brighter financial future. Over the years, our team has expanded to include a group of experienced professionals who share the same passion for delivering exceptional service and expert financial guidance.

Our Approach

At Pearl Planning & Financial Solutions, we take the time to understand our clients' unique financial objectives, goals, and aspirations. We believe that every individual and family is unique, and that there is no one-size-fits-all approach to financial planning. Our team of experts will work closely with you to understand your financial situation, identify potential areas of improvement, and develop a personalized financial plan tailored to your needs.

Our Services

Our comprehensive range of services includes:

• Wealth Management: We offer a range of investment options, including stocks, bonds, and mutual funds, to help you grow and manage your wealth.
• Insurance Solutions: We provide comprehensive insurance solutions, including life insurance, disability insurance, and long-term care insurance, to protect your loved ones.
• Banking Services: We offer a range of banking products and services, including chequing and savings accounts, credit cards, and loans.
• Financial Planning: Our team of experts will work with you to create a personalized financial plan, helping you achieve your short-term and long-term financial goals.

Our Philosophy

At Pearl Planning & Financial Solutions, we believe in the importance of trust, integrity, and transparency. We take the time to understand our clients' needs and goals, and we are committed to providing exceptional service and expert financial guidance. We believe that financial planning is not just about managing money, but about guiding our clients towards a brighter financial future.

Our Values

Our values are guided by the principles of commitment to family and community, respect for others, meticulous attention to detail, and a strong work ethic. These values are inspired by the legacy of Pearl, the grandmother of our founder, Stephanie Piroli. We believe that these values are essential in helping us build strong relationships with our clients and in delivering exceptional service.

Get Financial Advice

At Pearl Planning & Financial Solutions, we are committed to providing expert financial guidance and support. If you are looking for a trusted partner to help you achieve your financial goals, we invite you to contact us today to arrange a meeting.