Cornerstone Wealth Planning Employee Directory

Cornerstone Wealth Planning corporate office is located in 807 Blackburn Mews, Kingston, Ontario, K7P 2N6, Canada and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Sales

Finance

Operations

Cornerstone Wealth Planning CEO

Jason HareVice President, Business Development & Founder & Chief Executive Officer

Phone

See Profile

Key Employees of Cornerstone Wealth Planning

SG
Susan Gill
Investment Assistant
PhoneEmail
SM
Shon McCarley
Estate Tax Planner & Operations Specialist
PhoneEmail
CK
Carter Kelly
Financial Advisor & Life Insurance Cornerstone Wea...
PhoneEmail
ME
Melinda Eaddy
Support Client Services Advisor
PhoneEmail
PhoneEmail
PhoneEmail

Cornerstone Wealth Planning Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Cornerstone Wealth Planning

Hundreds of professionals searching for Cornerstone Wealth Planning have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

SM
Shon McCarley
Email Direct
Estate Tax Planner & Operations Specialist
Canada , Ontario , Kingston

Jason Hare
Email Direct
Vice President, Business Development & Founder & Chief Executive Officer
Canada , Ontario , Kingston

SG
Susan Gill
Email Direct
Investment Assistant
Canada , Ontario , Kingston

CK
Carter Kelly
Email Direct
Financial Advisor & Life Insurance Cornerstone Wealth Planning Assistant
Canada , Ontario , Kingston

ME
Melinda Eaddy
Email Direct
Support Client Services Advisor
Canada , Ontario , Kingston

Former Employees at Cornerstone Wealth Planning

Explore people who held key positions, contributed to Cornerstone Wealth Planning's success, and advanced their careers.

JR
Jackson Rushing
Support Operations Adv... at Cornerstone
Worked as Support Financial Planning Advisor
at Cornerstone Wealth Planning
Email Direct
GW
Gina Williams
Support Advisor & Mana... at Cornerstone
Worked as Office Manager
at Cornerstone Wealth Planning
Email Direct
AV
Andi Verboom
Manager, Sales Leasing at Arabella Retirement Li...
Worked as Benefits Consultant
at Cornerstone Wealth Planning (2016-2017)
Email Direct

Explore More

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Frequently Asked Questions Regarding Cornerstone Wealth Planning Employees

How many employees does Cornerstone Wealth Planning have?

Cornerstone Wealth Planning has 1-10 employees

Who is the CEO of Cornerstone Wealth Planning?

Cornerstone Wealth Planning’s CEO is Jason Hare

Who are Cornerstone Wealth Planning key employees?

Some of Cornerstone Wealth Planning key employees are Susan Gill, Shon McCarley, Carter Kelly, Melinda Eaddy

Where is Cornerstone Wealth Planning located?

Cornerstone Wealth Planning’s headquarters are located at 807 Blackburn Mews, Kingston, Ontario, K7P 2N6, Canada

How do I contact Cornerstone Wealth Planning?

Cornerstone Wealth Planning Contact Info: Phone number: (613) 887-2626 Website: www.cornerstonewealth.ca

What does Cornerstone Wealth Planning do?

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

Is Cornerstone Wealth Planning a public company?

Cornerstone Wealth Planning is private company therefore does not currently have an official ticker symbol

See more information about Cornerstone Wealth Planning Employees