“You are what you do, not what you say you will do.” — CG Jung
Limestone Financial’s origins began in 2006. Since then, it has grown to its current structure, serving much of Eastern Ontario. We believe in a team approach, where we can highlight each other’s strengths, and together with your other professionals, such as lawyers and accountants, offer current and comprehensive solutions.
As independent advisors, not beholden to any one company’s products, we employ strategies that are current with market trends, and that lessen cost as well as volatility, while maintaining the potential for growth. We often work with duly qualified outside resources who review and advise on our customized mandates: we, like you, value professional advice and oversight.
It is our vision to work hand-in-hand with our clients to develop personal relationships and focus on what’s important to them in achieving their financial goals. This deeper understanding of the person and their priorities is what makes our job meaningful on a daily basis. We treat your money like it’s our own.
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