Castlegate Financial Solutions Inc.
Job title: Financial Planner, B.A., CFP®
Area(s) served: Saskatoon and surrounding areas
Secure your future
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
Stay informed
See more articles1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Office information
