Helping Redefine What It Means To Be Wealthy
Each company is independently owned and operated.
- Retirement Plans
- Cash Flow Plans
- ETFS/Index Funds
- Life Insurance
- Disability Insurance
- Critical Illness Insurance
- Corporate Planning
- Separately Managed Accounts
- Traditional Mortgages
- Private Lending
- Construction Mortgages
- All-In-One Banking
- Alternative Mortgages
- Reverse Mortgages
- Net Worth Mortgages
- Commercial Mortgages
- Home Equity Line of Credit
- Business Taxes
- Personal Taxes
- 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.
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.
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 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.
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
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1120 Bay Street
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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
To keep Strata running like a well-oiled machine, the happiness of our clients and team always comes first. This goal has shaped our values into five distinct ideas.
Trust and Honesty
At Strata, we do not take our clients for granted. We consider you part of our family. This means that we work hard every day to guarantee our transparency and earn your trust. Our reliable service is designed to make you feel totally comfortable and secure because we want Strata to feel like your second home.
As our family grows, it’s important to keep an eye on the future. Our company is always working to develop and improve. We constantly engage with clients to make sure we are keeping up with their needs and expanding our services to best suit you.
Growth and attention to detail requires a lot of work. Our third core value emphasizes the sacrifice necessary to provide our excellent service. Everyone at Strata knows they are pulling the same rope and that being a great team player means chipping in wherever possible.
Work Hard and Play Hard
Now, going above and beyond for our clients and ourselves can be tough. But — as our fourth value suggests — we have a good time doing it. The Strata family believes in working hard and playing hard. Our upbeat attitude guarantees a fun working environment, a great atmosphere for our wonderful clients, and helps us all enjoy our success together.
Positivity and Optimism
We rise to any challenge with an open and affirming mind. This helps us find creative solutions to problems and positive takeaways from any challenges. Our optimism also helps us support one another along our journey so that we can seize every new day and every new opportunity for growth.
Start redefining what it
means to be wealthy.
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