Father & Son Financial
Father & Son Financial is a financial advisory organization based in Petrolia, Ontario, dedicated to providing safe investments and tailored financial solutions for families, business owners, and individuals since 1987. They offer services such as retirement planning, investment strategies, and insurance solutions while focusing on community support and client relationships.
🕰️ Organization Hours:
Last updated on Mar 7th, 2025
Recent Activity
Financial Services Guidance
Father & Son Financial offers expert financial services, emphasizing a positive mindset during market downturns and focusing on long-term financial goals through personalized planning and advisory services.
Permanent Life Insurance
Term Life Insurance
Life Insurance
Wellness and Disability Programs
Benefits Solutions for Small Business
Individual Health and Dental Care Benefits
Group Benefits Plans
Life and Accidental Death and Dismemberment Insurance
Basic Estate Plan
Trusts
Estate Planning Services
Financial Advisor Services by Spencer Steinman
Life Insurance
Travel Insurance
Travel Insurance Policy
Insurance and Financial Products
Retirement Savings Plan (RSP) Investment
Travel Insurance Policy
Life Insurance Products
Flexcare® and FollowMe™ Health and Dental Insurance
Registered Education Savings Plan (RESP)
Tax Free Savings Account (TFSA)
Father & Son Financial Establishment
Father & Son Financial, established in 1995, is dedicated to providing exceptional financial services with a focus on client relationships and community engagement.
TFSA Contribution Limit for 2025
In 2025, Canadians can contribute an additional $7,000 to their Tax-Free Savings Account (TFSA), allowing for a total contribution room of up to $102,000, presenting a significant opportunity for tax-free growth.
Steve's Background and Financial Services
Steve Steinman, a financial advisor at Father & Son Financial, combines his unique background in performance with personalized financial services, including investment advice, retirement planning, and wealth management.
2024 RRSP Deadline Reminder
RRSP Contribution Deadline Reminder
Universal Life Insurance
Farm Succession Planning Services
Father & Son Financial offers specialized farm succession planning services to help farm families secure their legacy and ensure a smooth transition for future generations.
Father & Son Financial Story
Father & Son Financial, founded by Spencer and Steve Steinman, offers personalized financial services with a focus on family and generational wealth, serving clients in Petrolia, Ontario.
Holiday Gratitude and Core Values by Father & Son Financial
Father & Son Financial expresses heartfelt gratitude to its clients during the holiday season, emphasizing core values and offering a range of financial solutions.
Financial Services and RESP Guidance by Father & Son Financial
Father & Son Financial offers guidance on Registered Education Savings Plans (RESPs), helping families save for their children's education with benefits like government contributions and tax-free growth.
Financial Advice from Father & Son Financial
Father & Son Financial expresses gratitude to its clients as it welcomes 2025, reaffirming its commitment to providing valuable financial advice and planning services.
Valentine's Day Giveaway
Participate in Father & Son Financial's Valentine's Day Giveaway on February 14th, 2025, for a chance to win local gift cards and support community businesses!
Valentine's Day Giveaway by Father & Son Financial
Join Father & Son Financial's Valentine's Day Giveaway for a chance to win a prize pack including gift cards to local businesses, with the winner announced on February 10, 2025.
Buckets Of Money & Beer
Join Father & Son Financial on November 21st at the Wyoming Legion for an engaging evening of financial discussions over cold beverages. This event will focus on key financial tactics to prepare for the upcoming year, making it a perfect opportunity to enhance your financial knowledge in a relaxed setting.
Buckets of Money & Beer
Join Father & Son Financial for an engaging evening at the 'Buckets of Money & Beer' event on November 21st at 7 PM at the Wyoming Legion. This free event focuses on retirement planning and personal financial management, providing a relaxed atmosphere for community discussions.