Stephen Code
Principal at On Point Wealth and Risk Management Inc | Pickering, Ontario, Canada
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Stephen Code serves as the Principal at On Point Wealth and Risk Management Inc, where he leverages his extensive expertise in financial services to guide clients through the complexities of wealth management and financial planning. With a strong focus on disability insurance, retirement planning, and estate planning, Stephen has established himself as a trusted advisor for individuals and families seeking to secure their financial futures. His proficiency in life insurance and segregated funds allows him to craft tailored solutions that meet the unique needs of each client, ensuring they are well-prepared for both expected and unexpected life events.
At On Point, Stephen is currently spearheading several key projects aimed at enhancing client engagement and education. One notable initiative involves developing comprehensive retirement savings strategies that empower clients to make informed decisions about their financial trajectories. By utilizing advanced financial advisory techniques, he helps clients navigate the intricacies of wealth management services, ensuring that their investments align with their long-term goals.
Stephen's commitment to excellence is evident in his collaborative approach, where he works closely with a team of financial planners to deliver holistic solutions. His ability to communicate complex financial concepts in an accessible manner has made him a valuable resource for clients at all stages of their financial journeys. As a leader in the industry, Stephen continues to stay abreast of market trends and regulatory changes, ensuring that On Point remains at the forefront of financial services innovation. His dedication to fostering strong relationships with clients and colleagues alike underscores his belief in the power of teamwork and mutual support in achieving financial success.
Principal at On Point Wealth and Risk Management Inc in May 2021 to Present
Director Advisor Development at Freedom 55 Financial in February 1997 to December 2022
Financial Security Advisor at Freedom 55 Financial in August 1990 to December 2022
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Disability Insurance
Critical Illness
Financial Planners
Retirement
Retirement Planning
Segregated Funds
Estate Planning
Wealth
Wealth Management
Risk Management
Financial Advisory
Strategic Financial Planning
Financial Planning
Wealth Accumulation
Asset Management
Leadership
Long-term Care
Life Insurance
Employee Benefits
Term Life Insurance
Retirement Savings
Mutual Funds
Insurance
Wealth Management Services
Investment Advisory
Mortgage Lending
Investment Strategies
Fixed Annuities
Investments
Financial Services
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What is Stephen Code email address?
Email Stephen Code at [email protected]. This email is the most updated Stephen Code email found in 2026.
How to contact Stephen Code?
To contact Stephen Code send an email to [email protected]. (updated on October 30, 2024)
What company does Stephen Code work for?
Stephen Code works for On Point Wealth and Risk Management Inc
What is Stephen Code's role at On Point Wealth and Risk Management Inc?
Stephen Code is Principal
What is Stephen Code's Phone Number?
Stephen Code's phone (416) ***-*297
What industry does Stephen Code work in?
Stephen Code works in the Financial Services industry.
Stephen Code Email Addresses
Stephen Code Phone Numbers
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