About Northstone

Northstone Wealth & Estate was created to fulfill a niche in the financial security planning marketplace. Each partner at the company has a long term relationship with their clients. Our clients have reached success and have surpassed basic financial security planning needs. They have asked us for Clarity, Simplicity, Experience, and Creative Solutions with regards to their Financial Lifestyle.

Core Services

• Investments
• Financial Planning
• Estate Planning
• Planning for Inheritance, Wills and Power of Attorney
• Intergenerational Money Manager
• Business & Succession Planning
• Insurance
• Philanthropy

Products & Services

Investments

• Segregated Funds
• GIC deposits
• Annuities
• Lifetime Income Benefit Plans
• Leveraged Investment Loans
• Mortgages
• RRSP
• TFSA
• LIRA
• RRIF
• Education Plans,
• both non-registered and RESP

Health and Critical Illness Insurance

• Term, Whole Life and Universal
• Life Insurance
• Disability Insurance
• Critical Illness Insurance

For business

• Group Benefit Plans
• Group Retirement Plans
• Key Person Insurance
• Buy/Sell Funding, Overhead Protection Plans
• Salary Continuation Plans
• Individual Pension Plans
• Retirement Compensation Arrangements
• Enhanced Retirement Concepts

Consultations on Intergenerational Money Management

• Charitable Giving
• Wills
• Trusts
• Pensions
• Severance Packages