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Your Financial

Get Financial Advice

Cultivating Your Success Through
Partnership and Planning

We provide investment and insurance solutions tailored to fit your lifestyle, built on years of financial experience.

Our Relationship

We get to know you and your hopes and dreams for the future.

Your Vision

We work with you to design a financial plan that meets your short-term and long-term goals.

Plan & Protect

By taking the right steps to plan today, you can protect your family’s future.

Your Best Life

Our solutions fit your lifestyle today, so you can enjoy tomorrow.

Values Passed Through Generations

Pearl Planning & Financial Solutions was named in honour of Stephanie’s grandmother, Pearl. She instilled the values of commitment to family and community, deep respect for others, meticulous attention to detail, and a strong work ethic. Her legacy is at the core of what we believe about helping people make sound financial decisions.

Similarly, our process is inspired by pearls that grow in oysters over time. Under the right conditions, a tiny particle transforms into something of enduring value. This reflects our process in listening to you, evaluating your needs, and building a financial plan to guide you in achieving your financial goals.

Client Experiences

Pearl Planning & Financial Solutions is owned by Stephanie Piroli and is a private, independent, financial planning practice. She holds the Certified Financial Planner (CFP) and Chartered Professional Accountant (CPA) designations.