Business Details
26 Years
experience
Your Trusted Financial Partner in Brantford
Cornerstone Capital Financial Group was founded 25 years ago on the principles of trust, integrity, and personalized service. With over 140 years of combined experience, our team of certified financial planners delivers comprehensive strategies tailored to individual, family, and business needs. We specialize in financial planning, tax optimization, estate management, and investment advice, emphasizing long-term relationships and community engagement.Our collaborative team approach ensures clients receive multidimensional insights and continuity in their financial journey. Headquartered in Brantford, Ontario, we serve local clients while maintaining a commitment to education, empowerment, and lasting financial security.
Services
Financial Planning
Insurance Analysis
Portfolio Analysis
Tax Planning
Estate Planning
Retirement Planning
Business Financial Services
Women's Wealth Planning
Investment Advice
Financial Wellness Programs
Details
- Year established: 2000
Highlights and features
- We offer 25+ years of experience in personalized financial planning.
- Our team holds Certified Financial Planner designations for specialized expertise.
- We implement a collaborative team approach for comprehensive solutions.
- Our community-focused philosophy ensures locally relevant financial strategies.
- We guarantee continuity through multi-advisor support for every client relationship.
Associations and certifications
- Certified Financial Planner (CFP)
Services
Financial Planning
Our financial planning service creates customized strategies to help clients achieve long-term goals. We analyze assets, liabilities, and risk tolerance to develop actionable plans for retirement, education funding, and wealth preservation. With a focus on tax efficiency and estate planning, we provide ongoing guidance to adapt strategies as life circumstances evolve.
Estate Planning
Estate planning ensures your assets are distributed according to your wishes while minimizing tax implications. We help clients establish wills, trusts, and power of attorney documents. Our approach addresses probate avoidance, legacy creation, and intergenerational wealth transfer, providing peace of mind for families and business owners.
Tax Planning
Our tax planning service identifies legal strategies to reduce taxable income and defer liabilities. We analyze income sources, investment portfolios, and business structures to maximize deductions and credits. By staying current with regulatory changes, we help clients retain more of their income through proactive year-round tax management.
Retirement Planning
Retirement planning focuses on building sustainable income streams for post-career life. We assess current savings, projected expenses, and risk profiles to create withdrawal strategies. Our services include RRSP optimization, pension integration, and longevity planning to ensure financial security throughout retirement.
Portfolio Analysis
Portfolio analysis evaluates asset allocation to align with financial goals and risk tolerance. We assess diversification, performance, and fee structures across investment accounts. By rebalancing holdings and optimizing tax-efficient strategies, we help clients maximize returns while managing market volatility and long-term growth potential.
People
Shannon McMannis
Founder
Shannon McMannis founded Cornerstone Capital Financial Group 25 years ago with a vision for personalized financial advice. Holding a Certified Financial Planner designation, she leads a team focused on relationship-based planning and community engagement.
Giovanni Petitti
Certified Financial Planner
Giovanni Petitti brings CFP expertise to comprehensive financial strategies. He specializes in retirement planning and tax-efficient investing, helping clients navigate complex financial decisions with clarity and confidence.
Peter Pomponio
Wealth Advisor
Peter Pomponio offers wealth advisory services focused on asset protection and intergenerational planning. His approach combines investment management with estate strategies to preserve client wealth across generations.
Chris Santos
Certified Financial Planner
Chris Santos provides CFP-certified guidance for families and business owners. He specializes in cash flow management and education funding strategies, emphasizing long-term financial stability.
Heather Melfi
Executive Assistant
Heather Melfi supports client operations as Executive Assistant, ensuring seamless coordination of financial planning services. Her organizational expertise maintains the firm's commitment to personalized client care.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including retirement strategies, tax optimization, estate planning, investment management, and business financial services tailored to individual client needs.
How do you personalize financial advice?
Our relationship-based approach involves understanding client goals, risk tolerance, and life circumstances to create customized strategies that evolve with changing needs.
Do you serve businesses as well as individuals?
Yes, we offer specialized financial planning for business owners, including succession planning, tax strategies, and investment advisory services.
What areas do you serve?
While based in Brantford, Ontario, we serve clients across the region with personalized financial planning solutions.
How can I schedule a consultation?
Contact us through our website or phone to book an exploratory meeting via in-person, phone, or online appointment options.
