Cornerstone Wealth Planning
Finance · Canada · 1-10 Employees
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Overview
Headquarters
807 Blackburn Mews, Kingston, Ontario, K...Phone Number
(613) 887-2626Website
www.cornerstonewealth.caRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
1
1
1
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1
About Cornerstone Wealth Planning
With more than 30 years combined Financial Planning experience, Barry Kelly, Heidi Blondin and Jake Hare founded Cornerstone Wealth Planning in November of 2010. The Cornerstone Wealth Planning team has focused on developing comprehensive long term financial plans for our clients and assisting business owners with their financial goals. Our team is committed to building lifetime relationships with our clients. Cornerstone has been embraced by our client base with an overwhelming number of referrals. In response, we have created a strong administrative team to support our growth and commitment to customer service excellence. We are delighted to develop new relationships, while continuing to be the trusted advisors for our existing clients.Explore more
Cornerstone Wealth Planning Org Chart
CK
Financial Advisor & Life Insurance Cornerston...
ME
Support Client Services Advisor
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Revenue
Number of Employees
Type
Funding
Founded In
Cornerstone Wealth Planni...
<$5M
1-10
Private
-
2010
Jason HareVice President, Business Development & Founder & CEO
Company Profile Activity
Activity Insights
Cornerstone Wealth Planning is experiencing very low activity levels compared to other companies in the Finance sector.
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Cornerstone Wealth Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cornerstone Wealth Planning.
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With more than 30 years combined Financial Planning experience, Barry Kelly, Heidi Blondin and Jake Hare founded Cornerstone Wealth Planning in November of 2010. The Cornerstone Wealth Planning team has focused on developing comprehensive long term financial plans for our clients and assisting business owners with their financial goals. Our team is... Read More
