Stellar Wealth & Tax, Professional Corp.

10/19/2026

Introducing STELLAR X Cross Border Financial Plan — A New Frontier in Cross-Border Financial Planning.

We’re excited to introduce STELLAR X Cross Border Financial Plan, an innovative process designed to address a critical gap in the financial planning landscape. As clients navigate increasingly complex financial lives across borders, the need for a more integrated, informed and coordinated approach to financial planning has never been greater.

STELLAR X is designed to bridge that gap. By bringing a dedicated cross-border financial planning approach to the forefront, STELLAR X creates new opportunities to help individuals and families better understand their cross-border financial considerations, while empowering financial professionals to deliver more informed, strategic support to the clients they serve.

Whether working directly with clients or partnering with financial advisors and other professionals, STELLAR X is designed to support a more connected approach to cross-border financial planning. It represents an exciting step forward in how cross-border financial planning can be approached, delivered and experienced.

One technology. A broader perspective. New possibilities for cross-border financial planning.

Contact for more information: [email protected]

Copyright (CA/ USA) 2026

09/24/2026

BECOMING A STELLAR CLIENT- Advancing Your Prosperity

The greatest return we deliver isn’t just financial, it’s the peace of mind that your wealth is managed with intention and precision, freeing you to live your $tellar life.

Contact us to "Live More, Worry Less...$ Live Your $tellar Life"

https://www.youtube.com/watch?v=rUFUmTzyUm0

09/16/2026

A very Happy Big Birthday to Stellar Financial Advisor, Brandon Paulsen. Enjoying a Golf Game in beautiful Arizona 🌵☀️

Live More, Worry Less ….& Live Your $teller Life

Contact us to learn more
Www.Stellarwealthgroup.com

09/09/2026

The Trade War is creating headlines and the potential for long term risk to both countries. Our approach continues to be to structure our clients financial plan to insulate their assets and their income, from the turmoil.

Politics aside, our focus remains to focus on what matters most long term to our Clients.

08/18/2026

A LIFE WELL LIVED
The most meaningful measure of success isn't what you own. It's what your success allows you to experience.

- The places you discover.

- The people you share them with.

- The experiences you remember.

- And, ultimately, the freedom to choose what comes next.

For those who value a life well lived, the right partner can help turn financial success into greater freedom, confidence and possibility.

CONTACT US to Live More, Worry Less....& Live Your Stellar Life

www.stellarwealthgroup.com

08/05/2026

Affluence doesn't simply create more assets...it creates more complexity. The greatest value isn't found in selecting investments alone, but in coordinating every aspect of your financial life so opportunities aren't missed, risks are managed, and your wealth works together as one cohesive plan.

We help affluent families turn financial complexity into clarity by integrating investment management, tax strategies, estate planning, risk management, and legacy planning into one coordinated financial strategy. The result is better-informed decisions, greater efficiency, and confidence that every part of your financial life is working together now and in the future.

Contact Us to LIVE MORE, WORRY LESS.....& LIVE YOUR $TELLAR LIFE.
www.stellarwealthgroup.com

Video: Stellar Production

https://www.youtube.com/watch?v=n4Po63U2-a0

Affluence doesn't simply create more assets...it creates more compl...

07/31/2026

We are proud to share that our Senior Associate, Dusten Paulsen has officially earned the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning.

Why take the time to complete an intensive, graduate-level specialization?

Because the financial landscape has fundamentally shifted, and generic financial planning is failing families.

Most of the financial industry is hyper-focused on the "accumulation phase", helping you save money and watch a number grow on a screen. But when you get within 5 years of retirement, or when you are preparing to exit a business, the rules of the game completely invert.

It is no longer about how much you can save. It is about how effectively you distribute that wealth to fund your life, particularly when you have a higher level of complexity in your financial life (cross-border, business owners, affluent families, etc).

Contact us to "Live More, Worry Less &... Live Your $tellar Life"

www.stellarwealthgroup.com

07/23/2026

STELLAR "INHERITANCE" FINANCIAL PLAN

Inheritances carry emotion and responsibility. The money was earned/ saved by the previous generations and is a testament to their financial efforts during their lifetime. The next generation may have different objectives for money but understand the importance of protecting the legacy.

Finding a balance of spending and saving is critical to address the underlying emotions and honoring what the family built in previous generations.

An ongoing financial planning relationship is the key to this process and managing intergenerational wealth for a better life now and for future generations.

CONTACT US or VISIT OUR WEBSITE for more information on how we work with clients to protect their legacy.
www.stellarwealthgroup.com

07/16/2026

When you're swinging over a cliff, you don't trust the air, you trust the rope. Investing works the same way. Confidence comes from trusting a well-built financial plan.

Video: Victoria, BC- Holmes Peak Swing

06/23/2026

STELLAR CONNECTION- Book Launch, "So.....What's Stopping You?" by Grant McLaren

Stop Asking Permission. Start Holding the Pen.

We all have a story we tell ourselves about why we aren’t where we want to be.

This isn't a book of "hope" or "magic pills." It is a tactical toolkit for anyone ready to stop being a passenger in their own life and start operating as the CEO of Me, Inc.

The Mirror Ritual: How to move past the "Ugly Honesty" and find the strength to change the reflection.

The Guardrail Principle: The secret to identifying the people and habits pushing you off course, and how to set boundaries that actually stick.

Procurement Logic for Life: Why your time and energy are your most valuable inventory, and how to stop "cutting corners" on your own integrity.

The Any Day Above Ground Mindset: A relentless philosophy for resilience that turns every sunrise into a new production run.

Order your copy:

https://a.co/d/0ezVlp2j

Watch the Interview

https://www.youtube.com/watch?v=_TS02HJFcvU

Stop Asking Permission. Start Holding the Pen.We all have a story ...