Cornerstone Wealth Planning
- Company typePrivate
- Founded2010
- HeadquartersKingston, Canada
- Headcount1–10
- GTM typeB2C
- OfferingServices
Cornerstone Wealth Planning firmographics
Firmographics- Name
- Cornerstone Wealth Planning
- Legal name
- Cornerstone Wealth Planning Inc.
- Website
- https://cornerstonewealth.ca
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Cornerstone Wealth Planning industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industries
- Business Owner & Executive Financial Planning (FSAEAAAO), Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
Keywords
Where Cornerstone Wealth Planning is headquartered
LocationHeadquarters
- HQ city
- Kingston
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Cornerstone Wealth Planning business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Financial Planning Services: Comprehensive financial planning including investment portfolio construction, retirement planning, tax planning, and insurance needs assessment. Revenue generated through advisory fees for planning services.
- Mutual Fund Distribution: Mutual funds provided through Investia Financial Services Inc. and FundEX Investments Inc. The firm facilitates access to investment products for clients.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Cornerstone Wealth Planning product offering
Product offeringCore offering
Cornerstone Wealth Planning delivers personalized, comprehensive long-term financial planning services for individuals, families, and business owners. The firm constructs investment portfolios aligned with client risk tolerance, provides retirement and tax planning, performs insurance needs analysis, and distributes mutual funds through partner dealers Investia Financial Services Inc. and FundEX Investments Inc.
Product overview
Cornerstone Wealth Planning is a single-product financial advisory firm offering comprehensive wealth planning services. The core offering centers on personalized financial planning delivered by founder Jason Hare and his team, with mutual funds distributed through Investia Financial Services Inc. and FundEX Investments Inc. The portfolio includes the foundational financial planning service along with specialized modules for business owners and investment advisory, all built around the core CFP-led planning relationship.
Differentiator
Problem solved
Functional benefit
Products and services
- Comprehensive Financial Planning Services Comprehensive long-term financial planning including investment portfolio construction, retirement planning, tax planning, and insurance needs analysis, delivered through licensed CFP advisors to individuals, families, and small business owners.
- Business Planning Services Specialized financial planning focused on helping business owners achieve financial goals, including risk mitigation, business planning strategies, and family wealth creation and protection.
- Mutual Fund Distribution Distribution of mutual fund products to clients through dealer partnerships with Investia Financial Services Inc. and FundEX Investments Inc., providing access to a range of investment fund vehicles.
Companies that use Cornerstone Wealth Planning
Customer profileSegments1 record
Ideal customer profiles1 record
Cornerstone Wealth Planning technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Cornerstone Wealth Planning partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Investia Financial Services Inc.coreMutual funds provided through Investia Financial Services Inc. The firm acts as a distribution channel for Investia's mutual fund products, enabling access to investment vehicles for Cornerstone's clients.
- FundEX Investments Inc.coreMutual funds provided through FundEX Investments Inc. Another distribution partnership enabling mutual fund access for clients. Jason Hare's practice specifically mentions FundEX as the provider for mutual funds.
Scale indicators2 records
Recent moves4 records
Expansion highlights2 records
Cornerstone Wealth Planning competitors and assessment
Company assessmentEmerging players
- Questwealth (Questrade): Questrade's low-fee managed-portfolio platform targets Canadian mass-affluent investors seeking professionally managed portfolios at a fraction of traditional advisory fees — a direct fee-pressuring peer for Cornerstone's planning-led, fee-based model.
- Wealthsimple: Leading Canadian digital wealth manager offering automated investing (robo-advisor), mutual fund/ETF portfolios, and tax-advantaged accounts at low cost; represents the digital-native competitive threat to traditional advisory firms like Cornerstone, particularly as younger clients inherit wealth.
Broad incumbents
- IG Wealth Management (IGM Financial): One of Canada's largest financial planning and wealth management firms with a network of in-person advisors offering comprehensive financial planning, investments, and insurance — directly comparable to Cornerstone's planning-led, advisor-driven model, but at vastly greater national scale.
- Edward Jones Canada: Large Canadian branch-based advisory network serving individuals and small business owners with personalized financial planning and investment advice; shares Cornerstone's local-office, relationship-led model for the mass-affluent and small-business segment.
- Manulife Wealth (Manulife Investment Management): Manulife's wealth and insurance advisory arm offers financial planning, retirement, tax, and insurance solutions to Canadian families and business owners, overlapping significantly with Cornerstone's full-lifecycle planning proposition.
- RBC Wealth Management Financial Planning: Royal Bank's wealth advisory practice offers comprehensive financial planning, investments, and insurance for Canadian individuals and business owners — a direct competitor for the same Kingston-area mass-affluent and business-owner segment Cornerstone serves.
- TD Wealth Financial Planning: TD Bank's wealth and financial planning division provides advisor-led planning, investment, retirement, and insurance advice to Canadians, competing head-on with Cornerstone's planning-led value proposition for families and small business owners.
- Raymond James Ltd. (Canada): Canadian wealth management arm of Raymond James offering financial planning, investment advisory, and insurance solutions through a network of advisors; competes with Cornerstone for business-owner and family wealth clients in Ontario markets.
- CI Direct Investing (CI Assante): CI Financial's advisor-led wealth platform (including Assante and CI Direct Investing) provides comprehensive financial planning, portfolio management, and mutual fund access for Canadian households — directly comparable offerings to Cornerstone's planning and mutual fund distribution stack.
Direct peers
- Credential Financial Strategies (Credential Qtrade Securities): Canadian financial planning and dealer network supporting independent advisors who provide financial planning, investment, and insurance solutions to individuals and small business owners — highly comparable to Cornerstone's independent planning practice model and mutual fund distribution approach.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights6 records
Customer concentration
Cornerstone Wealth Planning social profiles
Digital presenceCornerstone Wealth Planning financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cornerstone Wealth Planning leadership team
Management profileNumber of profiles
Profiles2 records
Cornerstone Wealth Planning funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cornerstone Wealth Planning M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Cornerstone Wealth Planning
What does Cornerstone Wealth Planning do?
Cornerstone Wealth Planning delivers personalized, comprehensive long-term financial planning services for individuals, families, and business owners. The firm constructs investment portfolios aligned with client risk tolerance, provides retirement and tax planning, performs insurance needs analysis, and distributes mutual funds through partner dealers Investia Financial Services Inc. and FundEX Investments Inc.
Is Cornerstone Wealth Planning a public or private company?
Cornerstone Wealth Planning is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Cornerstone Wealth Planning founded?
Cornerstone Wealth Planning was founded in 2010. It employs 1 to 10 people.
Where is Cornerstone Wealth Planning based?
Cornerstone Wealth Planning is headquartered in Kingston, Canada, in the North America region.
How does Cornerstone Wealth Planning make money?
Two revenue lines are on record. Financial Planning Services are the primary driver. The others are mutual Fund Distribution.
Who are Cornerstone Wealth Planning's main competitors?
Emerging players on record are Questwealth (Questrade) and Wealthsimple. Broad incumbents are IG Wealth Management (IGM Financial), Edward Jones Canada, Manulife Wealth (Manulife Investment Management), RBC Wealth Management Financial Planning, TD Wealth Financial Planning, Raymond James Ltd. (Canada) and CI Direct Investing (CI Assante). Credential Financial Strategies (Credential Qtrade Securities) is listed as a direct peer.
Does Cornerstone Wealth Planning have an API?
No public API is recorded for Cornerstone Wealth Planning.
What industry is Cornerstone Wealth Planning in?
Cornerstone Wealth Planning's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAEAAAO, Business Owner & Executive Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.