Together we step into the future with confidence.

Stepright Into Your Future

Stepright Capital Planning was established in 2001 in St. George, Ontario, and provides financial planning to clients all over Southern Ontario. Stepright treats every client relationship like family, and we genuinely care about your financial goals and helping you reach them. With services ranging from education planning to estate planning, and every life stage in between, Stepright Capital Planning truly is your financial planning partner.

Who We Are

The team members of Stepright Capital Planning are proud to be active in our communities through organizations including the Chamber of Commerce Brantford-Brant, the St. George Lions Club, and the Brantford Sunrise Rotary Club, as well as volunteering countless hours for a variety of charities and organizations. Each financial advisor at Stepright is a member of Advocis, and the Financial Advisor Association of Canada.

Meet Our Team

Stepright Capital Planning is here to guide you through all of your financial goals.