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Finstepz Where relationships matter. Forward-thinking financial guidance coupled with a personal touch.

We provide access to premium goal-based portfolio management services matched with concierge service.

You’ve done well for yourself and now you’re starting to consider some financial strategies that will provide future gen...
10/19/2026

You’ve done well for yourself and now you’re starting to consider some financial strategies that will provide future generations of your family a head-start to achieve their own financial success.

Watch this video to learn how cascading insurance can help transfer wealth tax-efficiently.

Care robots are being considered in assisting older adults but concern about lessening of human interaction may be detri...
10/16/2026

Care robots are being considered in assisting older adults but concern about lessening of human interaction may be detrimental:

Care robots may offer useful physical assistance with selected activities, but evidence for these and other benefits remains limited. Technology should only be introduced when it addresses an identified need, is easy to use, respects the older adult’s preferences and privacy, and does not serve as...

Imagine getting insurance without blood tests, without hassles and with quick approval?Watch this short video and contac...
10/14/2026

Imagine getting insurance without blood tests, without hassles and with quick approval?

Watch this short video and contact us to find out more:

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

Happy Thanksgiving! Ever wonder how the holiday began? It's been official since 1879, but it's origins go back the 1579:
10/12/2026

Happy Thanksgiving! Ever wonder how the holiday began? It's been official since 1879, but it's origins go back the 1579:

Thanksgiving[a] or Thanksgiving Day,[b] is an annual Canadian holiday held on the second Monday in October.[1] Outside the country, it may be referred to as Canadian Thanksgiving to distinguish it from the U.S. holiday of the same name and related celebrations in other regions.[2][3][4]

Want to spend more time with your guests instead of in the kitchen? Planning and make-ahead dishes are your invaluable h...
10/09/2026

Want to spend more time with your guests instead of in the kitchen? Planning and make-ahead dishes are your invaluable hacks:

From apple tartlets to make-ahead mashed potatoes, these 28 recipes let you prep your whole Thanksgiving feast ahead of time.

Stroke can happen suddenly, and recognizing the signs and responding quickly can make a critical difference. But what ca...
10/07/2026

Stroke can happen suddenly, and recognizing the signs and responding quickly can make a critical difference. But what can you do to reduce your risk of stroke? Read the 2-minute article or watch the 50=minute video:

Would you know what to do if you or someone you love showed signs of a stroke? In this webinar recording, stroke neurologist Dr. Luciana Catanese explains how to recognize the warning signs, why acting quickly matters, and what you can do to help reduce your risk of stroke.

You’ve done well for yourself and now you’re starting to consider some financial strategies that will provide future gen...
10/05/2026

You’ve done well for yourself and now you’re starting to consider some financial strategies that will provide future generations of your family a head-start to achieve their own financial success:

Watch this video to learn how cascading insurance can help transfer wealth tax-efficiently.

In Waterloo Region, we naturally think of Bavarian festivals in October-- but there is so much more to see and do:
10/02/2026

In Waterloo Region, we naturally think of Bavarian festivals in October-- but there is so much more to see and do:

by Alex Kinsella | September 2026 October brings a little bit of everything to Waterloo Region. The leaves are changing colour, Kitchener-Waterloo

Today is orange shirt day. Take some time today to learn more about truth and reconciliation:
09/30/2026

Today is orange shirt day. Take some time today to learn more about truth and reconciliation:

The National Day for Truth and Reconciliation is observed September 30. The day honours First Nations, Inuit and Métis Survivors and their families and communities and ensures that public commemoration of the tragic and painful history of residential schools is a vital component of the reconciliati...

Estate Planning PitfallsYou've made a will and made your intentions known. Your estate plan is air-tight.That's what Bet...
09/28/2026

Estate Planning Pitfalls

You've made a will and made your intentions known. Your estate plan is air-tight.

That's what Bett thought until this happened:

Learn how clear estate planning intentions can help avoid confusion and protect family harmony.

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