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
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
See more articles- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Office information
