Hello and welcome to TreeStone Financial.
TreeStone Financial is owned and managed by Oleksandr Bomshteyn who is Life and Health Insurance advisor, and is Mutual Fund representative at Desjardins Financial Security Investment Inc.
Helping business owners and their families as well as working families achieve financial security is what we feel passionate about. Many people are unprepared for the challenges they could face in life. Our role is to guide families to the make the decisions that will ensure their financial security and well-being.
We don’t make decisions for our clients, we educate them so that they are better equipped to make informed financial decisions.
A nationwide survey showed that nearly 60 per cent of Canadians would have trouble paying the bills if their paycheck were delayed by one week. Whats even more scary is that most Canadians don’t have a financial security plan.
The question is why? It’s not an accident, in fact, in their personal lives, most Canadians are responsible and fiscally conservative by nature. The real reason is because we’re not taught how to properly manage money at a young age. That’s why we don’t just advise our clients, we educate them, guiding them at the same time to make informed financial decisions.
