Finstepz

Finstepz Where relationships matter. Forward-thinking financial guidance coupled with a personal touch.

We provide access to premium goal-based portfolio management services matched with concierge service.

Where does your money go? If you don't know, perhaps it's time to start tracking:
07/20/2026

Where does your money go? If you don't know, perhaps it's time to start tracking:

Create a realistic picture of where your money is going.

Are you ready for adventure?We all know the popular tourist spots-- but what about the hidden gems?
07/17/2026

Are you ready for adventure?

We all know the popular tourist spots-- but what about the hidden gems?

We bet you didn't know the 3ᵉ existed ;)

High blood pressure is one of the most common health conditions affecting older adults. About 1 in 4 Canadian adults liv...
07/15/2026

High blood pressure is one of the most common health conditions affecting older adults. About 1 in 4 Canadian adults live with high blood pressure, but not everyone knows it.

High blood pressure often has no symptoms, yet it remains one of the leading risk factors for heart disease, stroke, kidney disease, and dementia. Learn what the new 130/80 blood pressure target means, how hypertension is diagnosed today, and what you can do to protect your long-term health.

This season, decorating trends are finally turning away from the stark white and drab grey. Warmer, earthier tones are t...
07/10/2026

This season, decorating trends are finally turning away from the stark white and drab grey. Warmer, earthier tones are the on the rise in home decor. Along with warm wood tones, comfy fabrics and ambient lighting, the trend s are shifting to comfort.

From earth tones to stone tables, here's what interior designers predict for the season.

Thinking about borrowing against your home equity? There are many factors to consider:
07/08/2026

Thinking about borrowing against your home equity? There are many factors to consider:

There are many reasons why it might make sense to borrow against your home. However, there are also some disadvantages to doing so. Consider whether using your home equity makes sense.

The US has declined to renew CUSMA-- so what does that mean for us?
07/06/2026

The US has declined to renew CUSMA-- so what does that mean for us?

The administration says it will pursue new deals with North American neighbors.

Summer has finally arrivedWhat are you most looking forward to?- Revisiting yearly traditions- Trying something new
07/03/2026

Summer has finally arrived
What are you most looking forward to?
- Revisiting yearly traditions
- Trying something new

Summer is in full swing in Ontario, with places across the province offering a unique environment, history, and distinct character for visitors and locals to truly discover the province. Try new ac…

Hope your day is full of fun, family and sunshine!
07/01/2026

Hope your day is full of fun, family and sunshine!

How early in life should you consider buying insurance? The answer depends on your unique situation. However, there are ...
06/29/2026

How early in life should you consider buying insurance? The answer depends on your unique situation. However, there are compelling reasons to consider purchasing insurance early in life:

Discover why insurance can be a smart move for younger Canadians — read more to see how early planning can help protect what matters.

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180 Northfield Drive W Unit 4 #1017
Waterloo, ON
N2L0C7

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Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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