Welcome to Father & Son Financial!
Steve (father) and Spencer (son) are proud to be working together and combining their expertise and knowledge to provide a safe place for families, business owners and individuals like you become financially independent. Steve and Spencer will work together to customize products and services to help deliver the results you expect. 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. We understand how important it is to feel confident that everything is being looked after with respect to the ones you love and your business assets. We are a family-oriented business who will take care of your financial details, so you don’t have to.
Message from Steve – I have been working as a Financial Planner since 1987 and I want you to know that I will guide and protect your family and business just like they are my own. There are many financial planners to choose from and I want to be clear that the difference between me and so many others is simple: I listen. I’m thrilled to have Spencer follow in my footsteps and delighted with this new partnership working side by side.
I enjoy spending time with my family and the “fur grandkids” Ace, Charlie and Chester. I try and keep fit by working out a few days a week at the gym. Like Spencer, I like to cheer on the Toronto Maple Leafs. I am an active member of the Wyoming Lions Club and enjoy the various projects to help our community. I’m excited to see where this new venture will take us.
Steve Steinman CFP CLU CH.F.C. CAFA
Message from Spencer – I was inspired at an early age to work in the finance industry. I grew up listening firsthand to the challenges and the success stories of his business. Now, I am proud to take the knowledge I learned over the years and follow in my father’s footsteps. My story as a Financial Advisor started in 2015, with Sun Life Financial. With my dad’s upbringing and my own hard work gaining the education and licenses needed for a successful career, I am now able to provide my clients with Insurance and Mutual Funds based on years of learning and listening. My work ethic is providing personal attention to my clients with face to face conversations. Together we can identify your financial goals and develop a plan to help protect you and your loved ones, grow your hard-earned money and save for retirement.
On a personal note, I am a firm believer in spending time with my family and friends and enjoy a wide variety of activities such as playing sports and cheering on my favourite hockey team, Toronto Maple Leafs. I have a beautiful girlfriend Alicia and we enjoy our 2 dogs, Ace and Charlie and I can’t forget to mention our cat, Chester. We live on a gravel side road outside of Forest and enjoy spending our time outside.
Spencer Steinman QAFP™ professional