Finstepz

Finstepz

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Where relationships matter. Forward-thinking financial guidance coupled with a personal touch.

We provide access to premium goal-based portfolio management services matched with concierge service.

09/09/2026

Say, ‘Goodbye!’ to the stress and hassle
that come with getting traditional life
insurance. With Assumption Life, you can
get coverage without the fuss.
Their Simplified Issue solutions are just that
– simple! No needles or medical exams,
just quick, easy coverage that you can
count on. Call Chris to find out more 226-218-4312

Finstepz Where relationships matter. Forward-thinking financial guidance coupled with a personal touch.
We provide access to premium goal-based portfolio management services matched with concierge service.

09/07/2026

Whatever you have planned for today-- enjoy!

This Weekend - Ontario Festivals 09/04/2026

What are you up to this weekend? There are so many options:

This Weekend - Ontario Festivals Discover festivals, fairs, markets, live music, cultural celebrations and family-friendly events happening across Ontario this weekend.

Why does thirst stop keeping up with us in late summer? 09/02/2026

Most of us treat thirst as a dependable signal — you feel it, you drink, done. As we age, the body's ability to manage fluid balance and cool itself becomes less efficient, which is a big reason heat becomes harder to handle.

Why does thirst stop keeping up with us in late summer? By mid-August, the heat no longer feels like news. The warnings that shaped the forecast in June are now background noise; the humidity is just… another Tuesday. And that's exactly the risk. Late-summer heat is still very much with us, but after two months of it, our guard tends to drop just when ...

Planning for Your Financial Future 08/31/2026

Each of us will experience unique challenges throughout our lifetimes that may affect our ability to plan and protect our financial futures, and the specific financial decisions we make along the way. The complexity of our lives means we can benefit from taking a more holistic approach to our finances.

Planning for Your Financial Future Build a personalized financial plan that helps your tools work together toward your goals. Watch the video to learn more.

Where to go apple picking in Ontario 2026 08/26/2026

Visit a local Ontario farm for a fun day of fresh apple picking from late August through to October, depending on the harvest season

Where to go apple picking in Ontario 2026 Visit a local Ontario farm for apple picking from late August through to October, depending on the harvest season.

How to manage financial stress and avoid burnout 08/24/2026

Burnout can happen for many reasons, including being overworked. Dealing with stress can cause problems for your physical and mental health, and your finances. If you’re over-spending or making spontaneous decisions about money to cope with stress, you might be putting your long-term financial health at risk. Financial stress can also cause burnout

How to manage financial stress and avoid burnout Counter financial stress by checking your goals and your budget. Invest time and money in your present-day needs.

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Location

Address


180 Northfield Drive W Unit 4 #1017
Waterloo, ON
N2L0C7

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm