Father & Son Financial
Father & Son Financial is a family-run financial advisory firm based in Petrolia, Ontario, offering personalized financial solutions since 1987, including life insurance, retirement planning, and investment advice, while actively contributing to the local community.
🕰️ Organization Hours:
Last updated on Dec 4th, 2025
Recent Activity
Free Will & Testament Packages Contest Winner
Congratulations to Lindsay Vaughan for winning the Free Will & Testament Packages contest hosted by Father & Son Financial!
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Win a FREE Will Contest
Enter the Win a FREE Will Contest by Father & Son Financial for a chance to win 2 Last Will & Testaments and Power of Attorney, with only 2 days left to submit your entry!
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Feature in Ontario Grain Farmer Magazine
Steve & Spencer Steinman from Father & Son Financial discuss the critical role of life insurance in farm-succession planning in their feature in Ontario Grain Farmer Magazine.
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Father & Son Financial Giveaway
Enter the Father & Son Financial Giveaway for a chance to win a FREE Will & Power of Attorney Package valued at $900! Contest closes on November 14, 2025.
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Happy Thanksgiving from Father and Son Financial Team
Happy Thanksgiving from the Father and Son Financial Team! Wishing everyone a joyful holiday filled with love and gratitude.
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RESP Account Opening Promotion
Open a new RESP account with a minimum deposit of $50 between September 22 and October 22, 2025, and receive a $25 gift to a local business!
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Supporting Farming Families with Financial Planning
Father & Son Financial offers tailored financial planning services to over 250 farming families, focusing on succession strategies and insurance as harvest season approaches.
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Happy Canada Day Message
Father & Son Financial wishes everyone a Happy Canada Day on July 1, 2025, celebrating family, community, and a joyful long weekend.
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Life Insurance Protection Information
Father & Son Financial offers life insurance services to help families and farmers secure their financial future and protect what matters most.
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Father's Day Message
Father & Son Financial wishes a Happy Father's Day, honoring the contributions of fathers and father figures in our lives and emphasizing the importance of family and financial planning.
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Financial Protection Services for Farmers
Father & Son Financial offers financial protection services tailored for farmers aged 30-55, emphasizing the importance of safeguarding their families, farms, and lifestyles.
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Easter Greetings from Father & Son Financial
Father & Son Financial wishes the Sarnia community a Safe and Happy Easter, reflecting their commitment to customer care and community engagement.
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Father & Son Financial Building History
The Father & Son Financial building, originally constructed in 1900 and rebuilt in 1998, features stunning stained-glass windows that are illuminated at night, making it a notable landmark in downtown Petrolia.
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Retirement Planning Services by Father & Son Financial
Father & Son Financial offers tailored retirement planning services, focusing on the Canada Pension Plan and Old Age Security, to help individuals achieve their financial goals.
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Financial Planning Services by Father & Son Financial
Father & Son Financial offers personalized financial planning services in Petrolia, Ontario, focusing on retirement planning, investment management, budgeting advice, and debt reduction strategies to help clients achieve financial wellness.
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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.
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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.
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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!
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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.
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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.
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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.
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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.
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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.
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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.
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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.