Stephanie Lafond

BA, CFP®
Owner, Certified Financial Planner

I began my career in the financial services industry in 1993 after attending both Ottawa and Queen’s Universities. As a small business owner, I have seen many changes in the financial services landscape over the years. I believe that a relationship of mutual trust and commitment from all parties involved in the planning process is the essential ingredient to long-term success with my clients. Together, with the team at Limestone, I focus on financial, tax, retirement income and estate planning, either in part or as a whole, depending on your needs. I believe that money is personal and it’s why the value of our relationships is driven by low volatility, wealth building, client security and independence.

Over the years, giving back to my community has always been important to me, as evidenced with my many volunteer commitments to both my industry as well as to my communities: past-president of the Kingston Chapter of Advocis, a national association for financial advisors, past member of the MGI and Desjardins Wealth Advisory Councils, where I represented my independent dealer’s advisors in Ontario, at the national level. In the community, I have been involved on various boards, as a member-at-large, committee member and Chairperson. Some of my past commitments have been with Childbirth Kingston, Cantabile Choirs of Kingston, Princess St United Church, Kingston Symphony, the City of Kingston Heritage and Culture Committee, The Spire, the investment review committee of the Southern Ontario Fund for Investment in Innovation (SOFII). I am currently on The Community Foundation for Kingston & Area | CFKA Grants Committee.

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