We prepare a Personal Financial Action Plan specifically for you
We provide ongoing education and coaching to help along the way
Most importantly, we check in regularly to see how it is going
We provide ongoing education and coaching to help along the way
Most importantly, we check in regularly to see how it is going
Our Service Offering
|
We offer a range of services to our clients including:
|
Here is what our clients say about us
/
- 1
- 2
- 3
- 4
- 5
Having been a client for many years, I know this team is extremely professional, knowledgeable and always available to answer my questions. Our one-on-one meetings keep me focused on my retirement goals. I highly recommend the Flagstone team, as they truly have your best interest at heart.
Anne Marie C.
/
- 1
- 2
- 3
- 4
- 5
/
- 1
- 2
- 3
- 4
- 5
We were Brenda's very first clients in 1999 and here we are in 2021 transitioning into retirement. For 22 years, Brenda has helped us through our journey of financial needs. She confidently assured us to stay focused on our dreams even when the markets were up and down. We listened to her advice and she helped us to reach our retirement goals on our terms. Brenda and her team are very professional and we highly recommend their expertise.
Dan & Cindy W.
/
- 1
- 2
- 3
- 4
- 5
/
- 1
- 2
- 3
- 4
- 5
The team at Flagstone Financial has been with our family for over 30 years. They have provided us the confidence and advice to feel that we are with the right team to build our retirement future. We appreciate their long term approach to achieving our financial goals.
John & Debbie B.
/
- 1
- 2
- 3
- 4
- 5
/
- 1
- 2
- 3
- 4
- 5
For the last 25 years, we have partnered with Brenda and her team to develop our financial plans. She helped us establish our goals and financial security for our retirement years and advised us on how to meet those goals. Warm, welcoming and always prepared for our meeting we have always felt like we were in good hands. Brenda is an excellent communicator and thoughtful advisor. We trust her judgement and she always give time to decide what we want to do. I am also grateful we brought our four children to our meetings. As young adults, they are now investing in their future with Brenda and her team. We feel like we are in good hands and trust that we have made all the right plans for our future.
Joanne, Rob, Duncan, Clancy, Christie & Maggie
/
- 1
- 2
- 3
- 4
- 5
/
- 1
- 2
- 3
- 4
- 5
For almost 50 years, the healthy chequing account I had with my bank sufficed and found no reason to explore other “products”. However, when my husband passed away in 2018, my financial situation changed and I was introduced to Michelle. I had met Michelle years before and knew her to be a very personable, courteous, caring, sensitive, sincere, patient, warm, empathetic, honest and genuine young woman. I respected Michelle for her integrity, specifically her philosophy of acknowledging and respecting the rights and needs of others—a philosophy I shared. I knew right away I was in good hands. On a professional level, it came as no surprise to see Michelle blossom. Not only was her wealth of knowledge and expertise in the finance industry expansive, her continued cognizance of my ever-changing needs and her communication skills with emphasis on clarity continues to be beyond reproach.
Unfortunately, it didn’t take long (for both of us) to discover the bank was clearly putting their needs ahead of mine and strongly suggesting I purchase only their products. While I was troubled with these new terms, it challenged Michelle’s integrity and I wasn’t surprised when she decided to leave the bank and pursue other employment.
I couldn’t be happier for Michelle as she continues to flourish at Flagstone where she can continue to live her philosophy—proof she is totally dedicated to her clients. I also know it was, if not, the best decision she ever made. Michelle makes me feel very special which leaves me wondering if I’m her only client! I am so very fortunate to have Michelle in my life, both personally & professionally.
Unfortunately, it didn’t take long (for both of us) to discover the bank was clearly putting their needs ahead of mine and strongly suggesting I purchase only their products. While I was troubled with these new terms, it challenged Michelle’s integrity and I wasn’t surprised when she decided to leave the bank and pursue other employment.
I couldn’t be happier for Michelle as she continues to flourish at Flagstone where she can continue to live her philosophy—proof she is totally dedicated to her clients. I also know it was, if not, the best decision she ever made. Michelle makes me feel very special which leaves me wondering if I’m her only client! I am so very fortunate to have Michelle in my life, both personally & professionally.
- Liz S.
/
- 1
- 2
- 3
- 4
- 5
/
- 1
- 2
- 3
- 4
- 5
I have had the pleasure of Michelle's expert advice for the last five years. As I managed and cared for aging parents her compassion and concern was always front and centre. She is professional and approachable and willing to explain things in a language I can understand. Her expert advice has been invaluable and I feel extremely confident that I am in good hands as I look forward to the future. I'm grateful for Michelle and the rest of the Flagstone Financial team. Their hard work, dedication and expertise is truly appreciated.
- Morgan B.
/
- 1
- 2
- 3
- 4
- 5
- 0
- 1
- 2
- 3
- 4
- 5