Some exciting changes have happened!
As per our recent communications, Monteith Financial Group has changed its name to Pearl Planning & Financial Solutions. We have also changed the name of our insurance arm, Consultive Solutions Inc. to Pearl Planning & Financial Solutions Inc., which will operate under the Pearl Planning & Financial Solutions brand.
Please be assured, we have only changed our business name. We will continue to operate with the same high level of service, same knowledgeable people, in the same convenient location, and continued partnership with Manulife Securities.
For those who are curious, the business name was chosen in honour of my grandmother, Pearl. Her values of kindness, respect for others, strong work ethic, and meticulous attention to detail, are at the heart of our organization and defines how we serve our clients. It was also chosen for the striking similarities between the financial planning process and the life cycle of a pearl. An oyster, after years of hard work and determination, transforms a tiny grain of sand into a beautiful pearl – creating something of long-lasting and enduring value that can be passed down the generations.
Our new website, www.pearlplanning.ca, is now live. Please note that your client login ID and password has not changed, and you can find the login button in the same spot at the top right of the home page, to log in as usual. We are always here to help if you have any login issues.
We look forward to continuing our trusted relationship with you under our new name.
Stephanie Piroli, BAccS, CPA, CGA, CFP, EPC
3228 South Service Road, Suite 104, Burlington, ON, L7N 3H8
T: 905-572-PLAN (7526)