Our Approach

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

Our Service Offering
We offer a range of services to our clients including:
  • Investment and cash flow planning
  • Customized portfolios
  • Tax minimization strategies
  • Estate planning
  • Business succession planning
  • Risk management strategies
  • Business planning
  • TSFAs, RRSPs, RRIFs, RESPs, LRIFs, LIFs, non-registered accounts
  • Stocks, mutual funds, bonds, GICs (segregated fund policies)
  • *Insurance: life, critical illness, disability
Advisor Videos
Brenda Meulendyks, CFP®
Lori Van Geffen, CFP®
Michelle Gavin, CFP®, CEA
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
  • 0
  • 1
  • 2
  • 3