Cornerstone Financial Group is a private Alberta based Financial Planning firm. Working in conjunction with Cornerstone Investment Counsel Ltd. and Zielsdorf Financial Group Ltd. Cornerstone Financial Group specializes in the areas of Corporate structure, Corporate Succession Planning, Estate Planning, Estate Freezes, Tax and Cross Border Planning and Risk Management.

Our clients are business owners and professionals seeking a long-term relationship built on trust, integrity and professional expertise. As a truly independent alternative to banks and big box financial planning firms, we serve as your advocate, providing unbiased advice for financial plans integrating Estate, Wealth, Debt, Risk and Succession planning.

We believe that no one aspect of your wealth management can be properly tackled in isolation. With professionals from all facets of the financial industry, we provide an integrated expertise and a high level of personal service, delivering a scientific, thoughtful and disciplined approach which ensures that you maximize your likelihood of success.

Our mission is simple: to provide you with a comprehensive financial plan as unique as you are. 


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At Cornerstone, every decision that we make with respect to your investments - and with respect to your financial and estate plans - includes consideration for tax efficiency

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