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Helping Redefine What It Means To Be Wealthy

Each company is independently owned and operated.

Wealth

  • Retirement Plans
  • Cash Flow Plans
  • ETFS/Index Funds
  • Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Corporate Planning
  • Separately Managed Accounts

Mortgage

  • Traditional Mortgages
  • Refinance
  • Private Lending
  • Construction Mortgages
  • All-In-One Banking
  • Alternative Mortgages
  • Reverse Mortgages
  • Net Worth Mortgages
  • Commercial Mortgages
  • Home Equity Line of Credit

Accounting

  • Accounting
  • Business Taxes
  • Personal Taxes
  • Bookkeeping

Wellness

  • Group Benefits
  • Pension Plans
  • Employer RSP
  • Deferred Profit Sharing
  • Health Spending Accounts

About The Strata Group

Experience the Power of Collaboration

The Strata Group offers a seamless approach to managing your finances
with access to financial planning, mortgages, accounting,
and benefits all under one roof.

strata-wealth

We’re not your typical stuffy financial services provider. Our aim is to build real relationships with our customers in a welcoming atmosphere. After all, the better we understand who you are and what your goals are, the better we can serve you.

strata-mortgages

We are a team of experienced professionals dedicated to helping our clients achieve their dream of owning a home. Strata has been providing excellent mortgage services in the Muskoka area for many years, and we pride ourselves on our expertise and commitment to our clients.

strata-accounting

Strata Accounting Professional Corporation provides unparalleled personalized accounting services to a broad range of clients. We offer complete bookkeeping services, custom Excel spreadsheets, and training with regards to all aspects of financial reporting and analysis for entrepreneurs in all industries.

strata-wellness

At Strata Wellness they believe that you should work with a benefits specialist that understands your unique needs. Their approach to working with group benefits is to be pro-active and client focused, ensuring that your entire team feels supported.

Stress-Free Financial Planning

Streamline your financial experience and have confidence that all your major financial decisions work cohesively to build the foundation for a bright financial future.

Contact Us and We Will Help You Find Exactly What You Need

VISIT US >

1120 Bay Street
Gravenhurst, ON
P1P 1Z9

SEND US AN EMAIL >

info@thestratagroup.ca

CALL US >

705.645.3229

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Personalized Financial Advice

We provide a financial roadmap to make every step of your financial journey easier and empower you to make informed decisions confidently.

Our Core Values: H.E.A.R.T.

1

Honesty

We’re transparent in every action, ensuring trust and integrity guide our decisions and interactions.

2

Excellence

Our commitment to first-class client care defines us. We strive to understand and exceed expectations at every turn.

3

Adaptability

We embrace challenges and change, seeing them as opportunities to learn and grow both personally and professionally.

4

Respect

Professionalism and empathy drive us. We treat everyone with respect, fostering a supportive and welcoming environment.

5

Teamwork

United in our goals, we share successes and challenges. Collaboration and open communication are the cornerstones of our strength.

Start redefining what it
means to be wealthy.

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