Skip to main content

Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies

Select a Language

Share
Business Profile

Investment Advisory Services

Flagstone Financial Group/iA Private Wealth

About

About This Business

Flagstone Financial Group provides financial planning and advisory services, including investment management and insurance solutions. The company assists clients with developing customized financial plans and implementing strategies for their individual objectives.

BBB Accredited Since: 4/9/1996

Years in Business: 37

Business Details

BBB File Opened:
4/9/1996
Business Started:
1/9/1988
Type of Entity:
Sole Proprietorship
Business Management:
Lori A Van Geffen, Owner

Additional Contact Information

Principal Contacts
Lori A Van Geffen, Owner
Customer Contacts
Lori A Van Geffen, Owner

Additional Information

Other Resources
Financial Services Regulatory Authority Of Ontario
5160 Yonge Street
North York ON M2N 6
Phone Number: (800) 668-0128
https://www.fsrao.ca/
[email protected]

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.