Testimonials

  • Since Craig and I started working with you in May of 2010 you have opened our eyes to a variety of investment and insurance options and have tailored our plans to suit our needs... Krista Wells & Craig Pearce (read more)
    Testimonials

    Dear Jake,

    I’d like to take this opportunity to thank you and your team at Cornerstone Wealth Planning for providing exceptional service.  Since Craig and I started working with you in May of 2010 you have opened our eyes to a variety of investment and insurance options and have tailored our plans to suit our needs. You have guided our decisions in a very knowledgable, professional, and entertaining manner. It’s evident that you love what you do and as a result we have a great deal of confidence knowing that you are helping us plan for our future.
    Again, thank you for your guidance, and we look forward to a long working relationship with you and your team.
     
    Sincerely,
     
    Krista Wells and Craig Pearce - Kingston, Ontario

  • Jake has assembled a first class team at Cornerstone Wealth Planning and we have worked with those team members to put together a clearly stated plan... John & Patricia (read more)
    Testimonials

    Our process of planning for retirement started in 1973 when we purchased our first RRSP. Over the years we have continued to contribute to RRSP’s, employing a number of approaches including Mutual Funds and Labour Sponsored Investment Funds. We accumulated savings that became significant, but it always seemed that there were some missing ingredients. As much as we read and tried to understand how much we needed to save in order to provide for a comfortable retirement, we were always uncertain. As a result of this uncertainty, we usually found ourselves near the end of “RRSP Season” scrambling to determine how much we were going to contribute for that year and what investment vehicle we would use. There was a lot of tension whenever we dealt with these issues. We worked with a number of investment consultants but it always seemed that they gave advice which more suited their income needs rather than our need for security and savings growth. As a result we often felt that we were not in control of our portfolio.

    When we first met Jake Hare a decade ago we were at a stage of being very dissatisfied with the whole world of financial planning. We lacked a clear vision for our financial future and we were getting closer to the critical final stage of preparing for retirement. Jake took a holistic approach with us which included a review of our family status and the needs of supporting our children, our income, our insurance needs and the concept of “estate planning” rather than simply “retirement planning”. It is so obvious once it is done, but we quickly learned the value of a consolidated documented financial plan which clearly indicates all the financial factors in our lives. It has allowed us to state in clear terms what our objectives are for the remainder of our lives and to provide clear guidance for the distribution of our assets after we are gone. Jake has assembled a first class team at Cornerstone Wealth Planning and we have worked with those team members to put together a clearly stated plan, a routine for annual contributions for our savings, and a comprehensive preparation for the retirement phase which we are about to enter. Gord Marshall has helped us “write the book” of our financial lives by guiding us with our financial plan document. Heidi Blondin has helped us develop a “scheduled approach” to our savings contributions. And now Sandra Clark is helping us through a transition in our life insurance portfolio. And throughout each step Jake takes time whenever we meet to discuss our current financial situation in the context of the bigger market picture, always with direct applicability to our situation.

    We are very comfortable in knowing that we have planned well for the coming stages of our lives and this comfort is in no small way thanks to the support of the team at Cornerstone Wealth Planning.

    John and Patricia - Kingston, Ontario

  • The Cornerstone Wealth Planning team was instrumental in configuring the ideal solution to suit the needs of our legal practice. ... (read more)
    Testimonials

    Our local firm recently set up a custom group benefits solution with the guidance of Jason Hare. The solution includes group coverage through both Benefits by Design and Empire Life. The Cornerstone Wealth Planning team was instrumental in configuring the ideal solution to suit the needs of our legal practice. Cornerstone Wealth Planning has the knowledge, infrastructure and staff to manage our plan and serve as our trusted financial advisor.
     
    Regards,
     
    Local Business Owner - Kingston, Ontario

  • My investments have increased in value steadily over the years and have “held their own” through difficult financial times, under Jake’s watchful direction... Heidi Bergeron (read more)
    Testimonials

    Jason Hare, (Jake), has been my exclusive financial advisor for nearly 15 years.   I’m tremendously satisfied with the professionalism, judgment and attentiveness that Jake has demonstrated throughout our relationship.    My investments have increased in value steadily over the years and have “held their own” through difficult financial times, under Jake’s watchful direction.   I know that Jake keeps himself informed of current developments, and is always at the leading edge of change.   I am content that Jake is responsible for my financial future.   I couldn’t be in better hands.    I am pleased to recommend Jake’s services to anyone seeking expert financial advice, from someone who truly cares about his clients.
     
    Heidi Bergeron - Kingston, Ontario

Jason Hare CFP, H.BSc., OD
Vice President Business Development of CWP

(613) 887-2733

jhare@cornerstonewealth.ca

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Building on a 12 year history of financial planning expertise, in 2010 Jason launched Cornerstone Wealth Planning Inc. Jason is capably supported by an administrative team whose attention to detail and follow-through are setting new standards of service excellence. He and his team are committed to building lifetime relationships with their expanding client base.

Jason is constantly exploring new investment and insurance products in an effort to expose his clients to the best solutions available in the industry.  He specializes in business planning, family wealth creation and protection strategies.  Jason’s extensive financial knowledge, coupled with his dynamic personality are the hallmarks of his current popularity with clients in his growing practice. Jason uses his personal business experience and education to aid families and small business owners in achieving their financial goals while minimizing personal risk.

Jake boasts an Honours Bachelor of Science Degree, a Degree in Optometry in addition to his Certified Financial Planner designation.

Jason and his family make their home in Kingston’s west end. He and his wife Beth are raising their boys Tiernan and Nolan with a sense of humour and a passion for sports. Jason enjoys spending his spare time on the golf course in the summer and at the hockey rink in the winter.

Mutual Fund provided through FundEX Investments Inc.

His Team
Sandra Clark
Certified Health Insurance Specialist
Sue Gill
Assistant