It’s Not About
HOW MUCH MONEY YOU MAKE… BUT HOW MUCH YOU GET TO KEEP THAT IS IMPORTANT TO PLAN FOR.
Holistic Financial Planning for Your Life Journey.
Holistic Asset Planning And Insurance Services
For over 19 years, SteppingStones Financial has been a household name for many families in and around Calgary. We strive to ensure that all segments of your financial situation are covered and taken care of. We want you to reach your goals no matter where you stand in your financial journey.
We cater to the financial planning requirements of families and small businesses. - Sabrina Stoushnow, Owner/Senior Financial Advisor
Strategic Planning
We know that there is no one-sided solution for all financial needs. We have the ability to work with many experts and have access to multiple resources to help us understand your requirements. We have a step-by-step information gathering process that helps us perform a thorough analysis of your current situation.
This will help us chalk out a personalised financial plan for you, one that is made, keeping your financial future in perspective.
How We Help
We offer a wide range of financial advisory services. We can assure you that our customer service is here for you with questions or concerns that you may have.
Retirement Strategies
Mutual Funds
Investment Strategies
Estate Planning
Insurance