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Your Plan

Getting You to Point B

Our partnership with you

Let us dream a little...

What do you dream about? At Point B Financial, we want to support your goals. 

The key to reaching your goals is your financial plan. We build your portfolio by getting to know you and your family. We provide a comprehensive way to create your Personal Financial Action Plan.

“I give Carla and Point B my complete trust and confidence.
I know they are guiding us in the right direction to surpass our financial goals.”

— Shelley Clayton, Sales Representative, Century 21

Let us talk numbers...

Based on our assessment of your long-term goals and risk tolerance, we will agree on a specific asset mix for your portfolio. This mix will be tailored to provide you with the financial growth you feel most comfortable with. Throughout our business relationship, we will do our best to keep you focused on the course we have chosen together.

What We Do for You...

  • Increasing your financial understanding is part of our service offering:
  • Retirement Planning
  • Multi-generational Financial Planning
  • Estate Tax Relief
  • Asset Protection, Insurance (including Life, Critical Illness, Disability and Long Term Care)**
  • Working with our clients’ network of professionals who share our interest in supporting our clients to ensure we help them reach their “Point B”
  • Trusts and Charitable Giving

“The transition from a professional career to retirement requires careful planning and guidance. The Point B Financial team has afforded me this service in a professional and disciplined manner.”

— Dr. William Greason, Professor Emeritus, Western University