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
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.
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.
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.
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.
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.
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!
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.
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.
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.
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.
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 Establishment
Father & Son Financial, established in 1995, is dedicated to providing exceptional financial services with a focus on client relationships and community engagement.
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.
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.
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.