Glen Steinson QAFP® CEA

Glen Steinson QAFP® CEA

Position: Personal Financial Planner

As a Qualified Associate Financial Planner, one of the key services that Glen provides his clients is long term planning, taking inflation and taxes into account. Working with individuals and families, investment management and creating a steady stream of retirement income are often topics of conversation.

Living in Huron County with our fantastic agricultural landscape, Glen works with local accountants and lawyers to help farming families transition their operations to the next generation. Because each family situation is unique, extra time and great effort is taken to fully understand everyone’s wishes.

As well, in his role as a Certified Executor Advisor, Glen collaborates with clients in regards to their legacy and estate planning. Always the optimist, week in and week out, he’s constantly looking at the big picture and trying to cut out the day-to-day noise that the media constantly throws at us.

Sometimes (if you catch him off guard at the office), you might see him looking out his window daydreaming about his next Caribbean scuba diving trip. When he gets away on these excursions, his logbook usually shows 20+ dives by the end of the sixth day leading up to the flight home on the seventh day. He’s underwater too much to come home with a tan!


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