Business Details
13 Years
experience
Your Trusted Financial Advisers in Perth, ON
Mainspring Financial is a boutique financial planning organization established in 2013, offering personalized financial solutions tailored to individual client needs. Our team brings over 50 years of combined experience in investment and insurance advisory services, leveraging expertise to help clients achieve long-term financial security. We provide access to a comprehensive suite of products, including retirement savings plans, education funds, and insurance solutions, all supported by advanced financial tools and calculators.Our approach emphasizes regular plan reviews and customized strategies to ensure financial plans remain aligned with evolving life goals. With a focus on transparency and client-centric service, we aim to simplify complex financial decisions while maintaining the highest standards of professionalism and ethical conduct.
Services
Investment Solutions
Life Insurance
Retirement Planning
Education Savings
Tax-Free Accounts
Disability Insurance
Critical Illness Coverage
Group Benefits
Estate Planning
Mortgage Calculations
Details
- Year established: 2013
Highlights and features
- We offer over 50 years of combined experience in financial planning.
- Our team provides personalized financial strategies tailored to individual needs.
- We have access to 40+ financial institutions for competitive GIC rates.
- Our advisors hold industry-recognized certifications like Certified Financial Planner.
- We provide comprehensive tools for retirement, education, and tax-free savings planning.
What people say
Fantastic to work with
Game-changer for savings
Understandable detailed answers
Tailored advice
Unwavering dedication
Services
Investment Solutions
We design customized investment portfolios using products like GICs, RRSPs, and TFSAs to help clients grow wealth tax-efficiently. Our access to 40+ financial institutions ensures competitive rates. Regular portfolio reviews ensure alignment with evolving financial goals.
Life Insurance
Our life insurance products provide financial security for dependents, covering final expenses and income replacement. Policies are tailored to individual needs, ensuring protection for families and business interests while integrating with broader estate plans.
Retirement Planning
We create retirement income plans using RRIFs and pension solutions to ensure sustainable cash flow. Strategies include tax-deferred growth options and withdrawal optimization to support long-term financial stability during retirement years.
Education Savings
Registered Education Savings Plans (RESPs) are optimized to maximize post-secondary funding. We help clients leverage government grants and compound growth to build education funds while minimizing tax liabilities on investment gains.
Group Benefits
Customized group insurance and retirement plans for businesses, including health, dental, and disability coverage. Solutions like group RRSPs help employers attract talent while providing tax-advantaged benefits to employees and their families.
People
Lucas Fisher
Certified Financial Planner
Certified Financial Planner with Mainspring Financial since 2019, specializing in retirement strategies and investment management. Known for clear communication and client-focused solutions.
Troy Noonan
Financial Security Advisor
Financial Security Advisor with 28+ years of experience at Mainspring Financial, focusing on insurance solutions and long-term financial security planning for families and businesses.
Christine Hopkins
Executive Assistant
Executive Assistant supporting client services at Mainspring Financial since 2024, ensuring efficient coordination of financial planning processes and client communications.
Janice McFarlane
Regional Sales Manager
Regional Sales Manager providing external support to Mainspring Financial, connecting clients with specialized financial products and institutional investment opportunities.
Trevor MacLeod
Regional Account Executive
Regional Account Executive collaborating with Mainspring Financial to deliver customized financial solutions, focusing on retirement and education savings products.
Questions
What financial planning services do you offer?
We provide investment solutions, retirement planning, insurance products, education savings, and group benefits tailored to individual and business needs.
How do you customize financial plans?
We conduct regular reviews and use advanced tools to adapt plans to clients' evolving goals, ensuring alignment with life changes and market conditions.
What makes your investment approach unique?
We access 40+ financial institutions for competitive GIC rates and combine tax-efficient products like TFSAs with personalized portfolio strategies.
Do you help with business financial solutions?
Yes, we offer group retirement plans, employee benefits, and business insurance solutions including key person and overhead expense coverage.
How can I access financial tools?
Our online calculators and client portal provide retirement, mortgage, and savings planning tools to support informed decision-making.
