Stevenson Financial provides truly unbiased financial recommendations and advice.
As an independent full-service financial brokerage, we specialize in providing personalized advice regarding Investments, Insurance, and preparing for the future. The benefits of working with an independent financial advisor are that we have no revenue quota, no sales pressure, and no nonsense. We are client centric, we actively listen to what is important to you, so any recommendations are always going to revolve around what is best for you or your business, your family, and your financial goals. Unlike other financial institutions, we are not obligated to recommend proprietary investment products. We provide truly unbiased financial recommendations and advice
We utilize independent third-party research to support any recommendations that are provided in the management of your investments in Mutual funds, Individual Equities (stocks), Bonds, ETF’s, GIC’s and others.
We also make use of integrated planning software to navigate and keep track of your progress towards achieving your financial goals. Whether you are looking to manage passive investment income inside a corporation, or you are preparing for retirement and require a professional that has the experience to get you to where you want to be, we can help.
Our Customer Relationship Manager, Tabitha, is here to ensure that we provide you with superior client service.
We look forward to learning what is important to your family and understanding how we can work together to achieve your goals.
Contact us if you would find value in a discovery meeting.