Welcome to Cornerstone Financial Group

Cornerstone Financial Group is a team of individuals that help clients work towards achieving their goals. We specialize in dealing with business owners and allowing them to gain independence and security outside of their business. Each situation is a unique as the people involved and this never allows for an off-the-shelf solution. Planning in today's environment requires diligence, patience and expertise. We offer planning in many different areas utilizing team members based on their expertise. The planning arm of Cornerstone is provided by Zielsdorf Financial Group Ltd. which has been looking after the interests of business owners and High Net Worth individuals for over 35 years.

At Cornerstone, we believe in the importance of planning and using the best available solutions.

Our Clients

Our clients are individuals, businesses and households seeking expert partnership in the issues relating to wealth and estate management

We provide our clients with a holistic approach to planning by integrating their personal goals and dreams with their specific financial needs.

Our common client profile is an active or retired professional or business owner who has an income of $100,000+ and/or a net worth of $1,000,000+

Our Values

The world is a changing place and those changes demand that we stay current of changes in legislation, regulation, trends and product design. We are constantly seeking new ideas and concepts that will benefit our clients, without losing our focus on doing what is best for our client.

We value education for us and our clients - learning is the engine which steers our decisions.

We value strong relationships with our clients. We are not looking to sell products, but rather to solve problems. Solving problems for people is a process which requires trust and dedication of both parties. The strong relationship keeps us in constant contact with our clients and allows us to gently steer towards goals, rather than taking and expensive harsh corrective action.

Our Mission

Our mission at Cornerstone is to provide our clients with advanced goal based planning, using fundamental analysis of the issues and create value through application of the best solutions available. Each client represents a unique relationship with its unique issues. Please browse our site to learn more about our planning services, and please feel free to contact us if you have any questions