Cornerstone Wealth Planning is a locally owned and operated Financial Planning firm, located in Kingston, Ontario. Our full service team believes in educating our clients as we help them work towards their goals. Mutual funds provided through FundEX Investments Inc.
View Top Employees from Cornerstone Wealth Planning| Website | http://www.cornerstonewealth.ca |
| Revenue | $1 million |
| Employees | 14 (14 on RocketReach) |
| Founded | 2010 |
| Address | 807 Blackburn Mews, Kingston, Ontario K7P 2N6, CA |
| Phone | (613) 887-2626 |
| Technologies |
JavaScript,
HTML,
Google Analytics
+9 more
(view full list)
|
| Industry | Financial Services, Finance General, Finance |
| Competitors | Heidi Blondin Financial Inc., Monteith, Monteith & Co., NorMaxx Financial Group |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
Looking for a particular Cornerstone Wealth Planning employee's phone or email?
Cornerstone Wealth Planning Questions
The Cornerstone Wealth Planning annual revenue was $1 million in 2024.
Jennifer Morneau is the Director of Operations and Marketing of Cornerstone Wealth Planning.
14 people are employed at Cornerstone Wealth Planning.
Cornerstone Wealth Planning is based in Kingston, Ontario.
The NAICS codes for Cornerstone Wealth Planning are [52, 52393, 5239, 523].
The SIC codes for Cornerstone Wealth Planning are [62, 628].
Top Cornerstone Wealth Planning Employees
-
11
-
ViewJennifer Morneau
Director of Operations and Marketing at Cornerstone Wealth Planning
Lewiston, ME, US21 -
ViewJoel Salter
Wealth Advisor and Tax Specialist at Cornerstone Wealth Planning
Indian Trail, North Carolina, United States1 -
Related Companies
