Castlegate Financial Solutions Inc.
Job title: Financial Planner, B.A., CFP®
Area(s) served: Saskatoon and surrounding areas
2025 CommunityVotes Saskatoon Bronze Winner for Financial Services
Are you looking to support your family in every way? Do you have a business that is important to you? Do you want to feel comfortable and secure about your future? CastleGate Financial Solutions is your go-to source for comprehensive financial advice. For over 25 years, Stacy Hnatiuk and the CastleGate team have supported family legacies. Today, they continue to provide advice not only to Clients but also to Clients' growing children, who seek the latest financial strategies to run their businesses and support their families.
Your Gateway to comprehensive financial strategies
Historically, castles were built as fortresses to protect people. CastleGate embodies security and longevity, safeguarding families, communities, and heritage for generations. The Gate symbolizes protection while also offering a warm and welcoming entrance. This approach is essential for building trusting relationships and creating robust financial plans. The CastleGate team maintains confidentiality and leverages their in-depth industry knowledge to develop comprehensive financial strategies tailored to your needs.
Let’s protect your legacy.
Our commitment
The Guardian Process
For nearly 30 years, we have been trusted guardians for Clients and their families. As defenders and protectors of their futures, we provide accurate information and well-thought-out advice to help families and family-run businesses build lasting foundations.
ENTER: Join us for a discovery meeting to gather information and see if we are a good fit to work together.
SECURE: Based on our findings, we'll provide tailored recommendations and outline a plan of action.
BRIDGE: We implement your plan, helping you visualize the path from today to a secure tomorrow, while sharing new opportunities along the way.
DEFEND: We regularly review and adjust your plan to protect your future, ensuring it stays updated with any life changes.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
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