Father & Son Financial
Father & Son Financial is a family-run, independent financial advisory firm in Petrolia, Ontario, operated by Steve and Spencer Steinman since 1987. Serving Wyoming, Petrolia and Lambton County, they provide personalized insurance and investment advice to local families and 250+ farming households — services include life and personal insurance, RRSPs (including Spousal RRSP strategies), TFSAs, retirement planning (CPP/OAS guidance), segregated funds, farm-succession planning, estate planning coordination (wills & POAs), and community-focused promotions and partnerships.
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Last updated on Feb 6th, 2026
Recent Activity
Financial protection for farming families
Father & Son Financial posted on 2026-02-10 offering financial protection and planning services for farming families and invites you to "give us a call to learn more"; no phone number or pricing was included in the original message.
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Welcoming a New Child Announcement
Father & Son Financial announces the upcoming arrival of Spencer and Alicia's first child, inviting parents to share their experiences and advice.
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RRSP Contribution Deadline Reminder
The RRSP contribution deadline is approaching on March 2nd, 2026, providing an opportunity to reduce your 2025 taxes.
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Happy New Year Wishes from Father & Son Financial
Father & Son Financial extends heartfelt New Year wishes for 2026, expressing gratitude to clients for their trust and support.
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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.