S.R. Stack & Company Ltd.

Founded in 1982 by Stephen Stack, S.R. Stack & Company Ltd. is a well-established firm of independent Chartered Financial Planners. The company is dedicated to providing bespoke, long-term financial planning and wealth management services to private clients, families, and business owners. Their mission is to help clients achieve their financial goals through a comprehensive approach that includes lifetime financial planning, investment management, retirement planning, and estate planning. They pride themselves on their independence, ensuring that the advice provided is entirely focused on the client's best interests.