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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.

Availability guide 09/25/2026

At this time of year, there are so many fresh, local foods available that it's hard to decide. Foodland Ontario breaks down what's available, where to find it and what to do with it:

Availability guide Find out which types of Ontario-grown foods are at their peak freshness by month or season.

About Life Insurance – Assumption Life 09/24/2026

Have you ever been declined for life insurance? Our new insurance partners at Assumption Life take the hassle out of traditional insurance applications:
• Quick & easy application process
• Wide range of immediate products, offering
coverage from day one
• No medical exam, no blood test
• Insurance amounts ranging from $5,000
to $750,000
Watch the short video and call to find out more 226-218-4312, visit our website www.finstepz.com or book online https://app.greminders.com/c/chriswilliams

https://youtu.be/IWWJnuqp8S4?si=FooxfQ3ZiqMjLBLR

About Life Insurance – Assumption Life Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

The September reset: Use the end of summer to rebuild the routines that matter 09/23/2026

We tend to think of January 1 as the moment for resolutions. But researchers have found that any meaningful turning point on the calendar, a new month, a new season, a birthday, even a Monday, can give us a motivational boost. They call it the "fresh start effect."

The September reset: Use the end of summer to rebuild the routines that matter September is also Healthy Aging Month, making it a fitting time to consider the small routines that add up over the years. The end of summer does not have to feel like something winding down. With a little intention, it can be the moment you rebuild the habits that help you feel steady, rested, and....

Final Expense Insurance – Assumption Life 09/21/2026

What is final expense insurance?
It's an important part of an estate plan that you may be missing. We have recently partnered with Assumption Life to offer this valuable protection. Watch the short video and reach out to find out more 226-218-4312

Final Expense Insurance – Assumption Life Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

09/18/2026

Culinary tourism is on the rise. Fall is the perfect time to eat your way through the the best that KW has to offer.

https://www.ontarioculinary.com/gto-post/family-fun-in-waterloo-region-this-fall/

3 tips to support brain health 09/16/2026

With the increase of of cognitive decline as we age, brain health has become a bigger focus in recent years. So what can we do to support better brain function?

3 tips to support brain health Keeping brain health “top of mind” through aerobic exercise, music-making, and protecting our senses.

INFOclip: Mortgage Protection 09/14/2026

Do you own your own home and pay a mortgage? Do you ever wonder how you would continue to do so if there was a substantial decrease in your household income?

INFOclip: Mortgage Protection Protect your mortgage with more flexibility and control — watch the video to learn how.

6 Fall Activities for Families in the KW Region - Activa 09/11/2026

From tapping into your artistic side to learning about this community we call home, there are so many fun things to see and do in Kitchener, Waterloo and Cambridge this fall. Check out Activa's top 6 fall activities for the whole family to enjoy this season:

6 Fall Activities for Families in the KW Region - Activa Check out our top 6 fall activities in Kitchener, Waterloo and Cambridge for the whole family to enjoy this season!

09/09/2026

Say, ‘Goodbye!’ to the stress and hassle
that come with getting traditional life
insurance. With Assumption Life, you can
get coverage without the fuss.
Their Simplified Issue solutions are just that
– simple! No needles or medical exams,
just quick, easy coverage that you can
count on. Call Chris to find out more 226-218-4312

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.

The Month of September 2026: Holidays, Fun Facts, Folklore 09/09/2026

What's so special about September?

Apple picking

Autumnal equinox

Happy cats?

The Month of September 2026: Holidays, Fun Facts, Folklore Explore September: holidays, fall recipes, gardening tips, zodiac signs, birthstone sapphire, and fun facts from The Old Farmer's Almanac.

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Address


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

Opening Hours

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