Stepright Capital Planning Inc.

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Wayne Branchaud EPC Managing Partner, Financial Security Advisor In the year 2001, managing directors Wayne Branchaud and Lynn Whetham merged their talents to form Stepright Capital Planning Incorporated Their purpose was to dedicate their energies to help people take full advantage of the money they have set aside for their future and for that of their loved ones.... more>>> Lynn Whetham CFP, ATM Managing Partner Stepright Capital Planning Incorporated is a company dedicated to helping people maximize the money they have earmarked for their own future and that of their loved ones. As Managing Director, Lynn, together with fellow Managing Director, Wayne Branchaud, guide the Stepright team to provide exceptional customer service.. more>>> Diane Sloat Financial Security Advisor Diane joined Stepright in 2007 following a 25 year progressive career in the financial services industry. Highlights of her experience include acting as an Investment Consultant to mutual insurance companies and serving in the capacity of Account Manager and General Manager at CIBC. more>>> Deirdre Branchaud Office Manager Deirdre's customer service background dates back to 1996. She was employed with London Life and worked with financial advisory teams at their Pickering and Brantford locations. When Wayne Branchaud and Lynn Whetham formed Stepright Capital Planning Incorporated in the year 2001, Deirdre was at her husband Wayne's side. more>>> Barry Ames, CFP Certified Financial Planner Barry joined Stepright Capital Planning Incorporated in 2007 to further his career in financial planning. He recognized that Stepright was a company that abided by high ethical standards in helping people to maximize the money they set aside for their future and that of their loved ones. His goal was to utilize his Certified Financial Planning skills and be a part of a company who had their clients' best interests at heart "“ Stepright was the fit. more>>> James Hood Financial Security Advisor Coming Soon. more>>>

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