Whether you are planning your retirement, buying a vacation home, establishing a Trust or RESP for your children, purchasing insurance, or determining how to extract equity from your business, you should not be managing the decision in isolation.

Having a cohesive and focused plan, and a quarterback to help you manage it and anticipate future challenges, is the best way to achieve your financial goals.

At Cornerstone Financial Group, we act as your Private Wealth Manager, organizing your financial affairs, building a plan to achieve your goals, and then helping guide you there.

Working in conjunction with Cornerstone investment Counsel (and with your other professional advisors such as lawyers and accountants, when appropriate) we provide unbiased advice to help you make informed choices when purchasing financial products, making tax or estate planning decisions, or planning your financial future.


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Life is full of uncertainties. Future investment earnings and interest and inflation rates are not known to anybody. However, I can guarantee you one thing. Those who put an investment program in place will have a lot more money when they come to retire than those who never get around to it. -Noel Whittaker

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