For the past four decades, Bluestone Financial has helped clients in the Niagara Region and across Canada grow and protect their wealth, with sound investment strategies and smart financial planning.
As expert Financial Advisors, and Certified Financial Planner® professionals, we specialize in creating investment portfolios designed to deliver a sustainable income for life. We help our clients implement rich retirement plans, tax-efficient strategies, and estate plans that secure their legacy.
Whether you’re looking to optimize your retirement income, minimize taxes, or establish a robust estate plan, our team is here to guide you every step of the way.
We’re dedicated to helping you enjoy financial peace of mind and freedom; to secure wealth that enriches your well-being and happiness; and makes you truly rich.
New clients welcome!
Contact us today to start building your brighter financial future.
Financial Advisor
Certified Financial Planner®
Financial Advisor
Certified Financial Planner®
Administrative Service Manager
Research Director
Walk the way of wealth and well-being together with our clients.
Wealth and well-being are like a horse and carriage, one pulls and the other carries; together they will take you on a journey to be truly rich.
Truly rich clients inspiring others to do likewise, making the world better.
