Cultivating Your Success Through
Partnership and Planning
We provide investment and insurance solutions tailored to fit your lifestyle, built on years of financial experience.
We get to know you and your hopes and dreams for the future.
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.
“Stephanie Piroli and her team’s service is exceptional. During the Covid-19 crisis, we received a personal phone call from Stephanie regarding the market volatility and she provided us reassurance.
We were relieved to be reminded of the cash wedge strategy set up last fall and how it would help protect our retirement income during these times. We were also invited to listen to an exclusive call with a Manulife market analyst, again providing reassurance.”
Walter & Lee Ann H.
“Stephanie Piroli has been our family’s financial and insurance advisor for a number of years. It is refreshing to work with a financial advisor who is genuinely focused on our family’s needs and long-term interests.
We are particularly impressed with her depth of knowledge, proactive thinking and professional and caring demeanour. We really appreciate the work that Stephanie has done for us over the years. We always recommend her services whenever possible.”
“Stephanie has always conducted herself very professionally and, as always, kept our most prized possession in her recommendations… OUR MONEY. She carefully explains all options available, allowing my wife and I to make informed decisions in our financial planning and life insurance needs.
We were referred by a friend and are very happy with our results so far. We not only consider Stephanie our Financial Advisor, but a friend.”
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.