What is StoneTower Financial Solutions?
StoneTower Financial Solutions is a boutique, financial planning firm. Our planners are registered for the sales of Exempt Market Products through Wealthterra Capital Management Inc.
At StoneTower we partner with clients to achieve real, financial solutions. We are a group of like-minded individuals that believe that the client comes first in every aspect of our business.
Clients come to us looking for alternative options and opportunities. Whether they are looking for reliable income, long or short term growth or tax efficiencies; we provide a strategy focused service to bring real financial solutions and peace of mind to our clients.
We work with the highest level of integrity and professionalism and believe in bridging the gap of financial knowledge through education and learning.Our business is built on relationships and we partner with clients to grow wealth and maximise tax efficiencies.
Who Are Our Clients?
At StoneTower Financial Solutions we believe everyone should have the opportunity to understand all the financial options available to them; including their Exempt Market options. We are specialists at understanding your financial and lifestyle goals and objectives, and partnering with you to achieve real solutions.
We believe all clients are equal and always welcome the opportunity to meet with new and existing clients. There is no income criteria, investment knowledge requirement or age restrictions. We will work with you to create a strategy to determine the suitability of Exempt Market products and ensure they are used appropriately within your portfolio.
See Also: Why We Are Different - 10 Reasons to Do Business With Us
Did You Know?
The Canadian Private Capital Market is regulated by the Provincial Securities Commissions via the Exempt Market Dealer ("EMD") registration in the National Instrument 31-103 ("N131-103").
Under N131-103 all advisors dealing in prospectus exempt investments must be registered as Dealing Representatives.
StoneTower's advisors, eligible to provide investment advice & suitability, are registered Dealing Representatives with WealthTerra Captial Management Inc.