Since 1987 we have worked hard to create a safe place for families, business owners and individuals like you become financially independent. There are a lot of financial planners to choose from and the difference between us and so many others is simple: we listen. We listen to your input and goals to develop a wealth management system that best fits your life.
Steve & Spencer Steinman have been helping farming families get unstuck with farm succession planning for decades. As a local company, we understand the community and surrounding financial landscapes better. You and your family can enjoy life & health insurance, investment planning, farm succession planning and the financial products from the best Canadian suppliers who are held to the highest standards for quality, ethics and values.
Steve & Spencer Steinman have been helping farming families get unstuck with farm succession planning for decades. As a local company, we understand the community and surrounding financial landscapes better. You and your family can enjoy life & health insurance, investment planning, farm succession planning and the financial products from the best Canadian suppliers who are held to the highest standards for quality, ethics and values.
Services
The tax-free proceeds from a life insurance policy can be used to pay off: debts, final expenses, mortgages or to leave money to your loved ones. Protect your family with much needed cash when they need it most. The amount of money for which you are insured and the type of insurance you buy depends on your needs.
Depending on the product, a travel insurance policy can protect you if your baggage is lost, if you become sick or injured, are forced to cancel your trip, and even if your tour operator goes bankrupt, to name but a few scenarios Steve & Spencer Steinman have access to the best coverage to meet your travel needs.
Sometimes health insurance is referred to as "living benefits"; because, unlike life insurance, the insured person is alive and receiving the benefit. There are 4 types, all with a common purpose - to make sure your finances don't suffer when your health does. If you are leaving a group benefit plan we have products to replace many of the benefits you had at work.
You will be invested in professionally-managed portfolios whose asset mix evolves to reflect your time horizon and we'll help ensure you take advantage of all available government grants. All you have to do is share some basic information about your child such as their date of birth and social insurance number.
The investment and insurance products you hold have varying tax implications, and therefore, varying effects on your income. Through our network of trusted advisors, Steve Steinman offers tax planning services and key advice to help you get the most out of your money. It's always a good idea to examine the amount of taxes you pay and look for products and strategies that provide tax advantages.
Reviews (9)
Suanu Mark
Jan 27, 2022
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WOW!! I'm still looking at my bank account with amazement, i remember few months back i had nothing i couldn't boast of 100 $ in my bank account cause i've lost my life-savings and pension to scammers, i had lost all hope in life..until MRS CHARLOTTE WAYNE came along, the man who changed my life totally. i had concluded that all account managers… in groups were scammers but M proved me wrong, every time i apologize to him for doubting him from the start. Everyone needs to meet him he is the one, i urge you reading this not to conclude that every account manager are the same i propose you
Shitu Usman Garko
Jan 25, 2022
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I saw a lot of investors, go into research everyday on what to invest in. I was like that few months back. completely confused and don't know which direction to go in terms of investment. i came across the review online that changed my life. I decided to invest my first $2000 with MRS MELISSA CRYPTO who helped me trade and made a profit of… $10,000 Within a few days. from then on, the rest is history. her great skills in Forex and Crypto trading made good profits for so many in their trading account. I was amazed how many Investors wrote good comments about her. I earned a very good profit
Giftson Ibrahim
Jan 23, 2022
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If you have not invested with MRS MELISSA CRYPTO , then you should not give up on trading yet because you have not invested with the best forex and trading expert. This is my third time trading with the wrong person on a wrong platform until I found out about MRS MELISSA CRYPTO . she did a marvelous job with my $1000 and I earned $7850 in 7days.… his's an expert to trust ?? legit and fast payout of profit. his's trading for me on the 5th time. You have proven to me MRS MELISSA CRYPTO that trading pays and i will forever be grateful. God bless you ma. Reach MRS MELISSA CRYPTO today personally
Ma Wasylyczyn
Jul 17, 2020
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My experience with Spencer at Father and Son Financial has been wonderful! He is very informative and will take the time to answer any questions. He helped me create a plan for my financial goals and provided insurance options that were within my budget. Great team, with small town values. I highly recommend!
Michael Lachance
Dec 13, 2019
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Katrina Booth
Oct 03, 2019
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Father & Son Financial have helped successfully guide me in a few ways in the financial world. When I was first introduced to this company it was through a great presentation which opened my eyes to ways in which I could approve my own financial life. Also this presentation taught myself and others what we were either not doing at all, or what we… were never told to do. They were great speakers and they gave a great first impression. I instantly knew I was going to seek Spencer to guide me through my next steps and I couldn't be happier! Spencer made everything very easy to understand
Erica Annett
Oct 01, 2019
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My husband and I would absolutely recommend Spencer and his Father to anyone! Spencer always goes out of his way for us. We've had many appointments at our home as we're a busy family of 4. He's made sure we understand him and he's never pushed anything on to us. We feel so much better about our financial future thanks to him! Thank you very much!! :)
Sheila Ward
Dec 06, 2018
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My husband and I would like to give a big shout out to Spencer Steinman for his high quality and personalized service. We immediately felt a sense of trust, competency and care, especially as he took the time to come to us when we couldn't make it to him (even buying Brownie cookies from our daughter!). Look no further, keep it local. will take good care of you.
Bayley Freer
Jul 21, 2018
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Known Spencer since high school and he truly just wants to share great products and offerings with his customers. He's not trying to make a quick buck or push things on you that you don't need. He is trying to… make a life long relationship with his customers and provide them help with financial planning, insurance, investments, and much more. Honestly I wouldnt talk to anyone else about these types of things.
