Excellence in Aviation Support
Our Story
Cornerstone Capital Financial Group (CCFG) was founded over 20 years ago by Shannon McMannis, who had a passion for helping individuals and families achieve their financial goals. Shannon's vision was to create a financial planning and wealth management firm that would provide personalized and independent advice to its clients. With a deep understanding of the importance of building relationships, Shannon and her team have helped countless individuals and families in Brantford and the surrounding area navigate their financial journey.
How We Help
At CCFG, we understand that every individual and family is unique, with different goals, priorities, and circumstances. We take the time to understand your situation, objectives, ambitions, and goals, and then work with you to create a personalized financial life plan that suits your unique needs. Our approach is holistic, incorporating financial planning, retirement planning, estate planning, tax planning, and insurance analysis to ensure that your financial well-being is protected and your legacy is preserved.
Our Services
We offer a wide range of financial services designed to help you achieve your financial goals. Our services include:
- Financial Planning: We work with you to understand your financial situation, goals, and objectives, and then create a customized financial plan to help you achieve your goals.
- Retirement Planning: We help you plan for retirement, ensuring that you have a sustainable income stream to support your lifestyle and meet your financial goals.
- Estate Planning: We help you plan for the distribution of your assets after your passing, ensuring that your wishes are respected and your loved ones are protected.
- Tax Planning: We work with you to minimize your tax liability, ensuring that you retain the maximum amount of your hard-earned income.
- Portfolio Analysis: We analyze your investment portfolio, providing you with insights and recommendations to optimize your investment returns.
- Insurance Analysis: We assess your insurance needs, ensuring that you have the right coverage to protect your assets, income, and lifestyle.
- Travel Insurance: We offer travel insurance to protect you and your loved ones against unexpected medical or travel-related expenses.
- Eldercare: We provide guidance and support for seniors and their families navigating the challenges of aging, including planning for long-term care and eldercare.
- Wills: We assist with the preparation of wills, ensuring that your wishes are respected and your loved ones are protected.
Our Approach
At CCFG, we take a collaborative approach to financial planning and wealth management. We listen to your needs, understand your goals, and work with you to create a personalized financial plan that suits your unique circumstances. Our team is committed to staying up-to-date with the latest financial planning strategies and techniques, ensuring that your financial plan is tailored to your evolving needs.
Our Team
Our team of experienced financial professionals has combined over 70 years of industry experience, providing you with the expertise and guidance you need to achieve your financial goals. Personalized service is at the forefront of our approach, ensuring that you receive the attention and support you deserve.
Get Started
If you're ready to take control of your financial future, we're here to help. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Overall Experience
The reviews highlight the exceptional service provided by Shannon McMannis, a financial planner at Cornerstone Financial. Clients appreciate her professionalism, knowledge, and trustworthiness, which have led to successful financial planning and a sense of security.
Key Strengths
- Community Involvement: Many clients appreciate Shannon's engagement in the community, demonstrating her commitment to making a positive impact beyond her professional role.
- Personalized Service: Clients feel heard and understood, with Shannon taking the time to understand their unique needs and responding accordingly.
- Innovative Ideas: Her ability to think outside the box and provide innovative solutions has led to successful financial outcomes for her clients.
Client Testimonials
- Shannon is praised for being professional, knowledgeable, and trustworthy, making her an exceptional financial planner.
- Her clients appreciate her commitment to their financial success, going above and beyond to provide guidance and support.
- Shannon's exceptional service has led to long-term relationships, with some clients considering her part of their family.
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