Plan Your Retirement Dream Today
Since our inception in 2002, Cornerstone Financial Group has grown to become one of the largest financial planning companies in Midwestern Ontario. Our team of experienced professionals is dedicated to providing comprehensive financial planning services to individuals, families, and businesses. We believe that everyone deserves a personalized approach to managing their finances, and we strive to build long-lasting relationships with our clients.
At Cornerstone Financial Group, we understand that everyone's financial situation is unique, with different goals, priorities, and challenges. That's why we take the time to get to know each of our clients, listening to their concerns and aspirations, and tailoring our services to meet their individual needs. Our team is committed to providing expert advice and guidance in the following key areas: investments, insurance, income tax, and debt management.
Our Services
Investments: Our team can help you achieve your long-term financial goals with a diverse range of investment products, including GICs, mutual funds, ETF funds, and more. We'll work with you to create a customized investment strategy that aligns with your risk tolerance and financial objectives.
Insurance: We offer a comprehensive range of insurance products, including life insurance, disability insurance, and critical illness insurance. Our insurance experts will help you identify the right coverage to protect yourself and your loved ones from unexpected events.
Tax: At Cornerstone Financial Group, we understand the importance of tax planning and preparation. Our team of experts will help you minimize your tax liability, maximize your deductions, and ensure compliance with all tax laws and regulations.
Mortgages: Whether you're buying your first home, investing in rental property, or expanding your business, we can help you secure the right mortgage financing. Our mortgage experts will work with you to find a solution that meets your needs and budget.
Our Team
Our team of experienced professionals is dedicated to delivering exceptional service and results. Meet our team members below:
Steven Westman, Financial Advisor
As a founding partner of Cornerstone Financial Group, Steve has been a financial advisor since 1994. With extensive experience and expertise in the financial services industry, Steve has helped countless clients achieve their financial goals. Steve is committed to staying up-to-date with the latest market trends and regulations, ensuring that his clients receive the best possible advice and guidance.
Dennis Ruetz, Financial Advisor
With over 20 years of experience in the financial services industry, Dennis has a deep understanding of the financial markets and the needs of his clients. As a founding partner of Cornerstone Financial Group, Dennis is dedicated to providing exceptional service and results. He is active in the community, volunteering his time for various causes and participating in local events.
Betty Wilken, Administrative Assistant
Betty has been an integral part of the Cornerstone Financial Group team since 2005, providing exceptional administrative support to our advisors and clients. With her warm and friendly demeanor, Betty is dedicated to ensuring a smooth and efficient experience for everyone who interacts with our office.
Exceptional Service
The reviews highlight the exceptional service provided by a financial advisor, Shannon McMannis. According to Dana Chapman, Shannon is the best financial advisor they have worked with, and they have had nothing but positive experiences. Dana also mentions that they have seen growth in their investments.
Key Takeaways
- The financial advisor, Shannon McMannis, is exceptional and provides outstanding service.
- Dana Chapman has had positive experiences with Shannon and has seen growth in their investments.
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