As your guides in navigating your financial future, we’re here to provide support and to answer any of your questions and concerns.
“A goal is a dream with a deadline” – Napoleon Hill
We’re All About Financial Planning
Our motto is “Plan to Succeed.” We want you to visualize success in reaching your financial goals. We work with you to establish your goals and help you understand the financial decisions that you make each step of the way. We have the framework, tools, experience and passion to not only bring your financial goals into clear focus, but to develop and implement strategies that will allow you to achieve them.
In 2006, after 10 years of working with a major bank, a wealth management firm in Toronto, and a financial institution supporting the accounting needs of hedge funds in New York City, Stephanie Piroli was introduced to Priscilla Monteith a Certified General Accountant and Financial Planner. At the time, Priscilla co-owned Monteith & Monteith, Certified General Accountants, providing accounting and tax services. She also founded Monteith Financial Group and partnered with Manulife Securities to further meet the needs of her clients.
Stephanie and Priscilla quickly discovered that they shared the vision of helping clients meet their financial goals through planning.
Using a financial planning process, they were able to identify gaps between a client’s financial objectives and the investments held to meet them. They recognized missed opportunities to save on taxes and maximize social benefits provided by the government. They assisted clients in mapping out a strategy to meet their goals. They provided clients with ongoing guidance to ensure they stayed on track.
Stephanie and Priscilla worked closely together for over 14 years serving their clients up until Priscilla’s retirement in 2021.
With Stephanie now leading the team, she, together with her accomplished office, continue helping clients every day to make informed and sound decisions to meet their unique financial goals.
“Today, I find it deeply fulfilling to be that person who provides the expertise, direction, and personal support clients need in dealing with uncontrollable events and preparing for their life ahead.”Come plan with us – contact us today to arrange a meeting.
“Sometimes the smallest step in the right direction ends up being the biggest step of your life.
Tip toe if you must, but take a step.”