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Our Partnership
We are excited to share the story of the partnership between Geoff Stein of Stein Financial Solutions and John Waters of JC Lending Solutions, which began in early 2025.
Why the partnership?
This partnership was formed to ensure our clients continue receiving the same quality advice and personal care they’ve always enjoyed. As Geoff gradually steps back from the day-to-day writing of loans, his focus has shifted more toward guiding the business from a managerial perspective. This allows him to stay involved while ensuring his clients remain well supported.
About Geoff
About Geoff
About Geoff
Geoff has dedicated his career to the finance industry since 1975, beginning in corporate banking before moving into mortgage broking in 2021. Over the years, he has built a reputation for his depth of knowledge and, more importantly, his genuine care for the people he helps.
ABOUT JOHN
About Geoff
About Geoff
Geoff chose John for this partnership because of his extensive experience and client-first approach. With more than 30 years in the finance industry—and over 25 years as a mortgage broker—John brings a wealth of expertise across financial planning, mortgage broking, business lending, and commercial finance. What truly sets John apart is his ability to understand and support his clients with the same care and attention Geoff has always provided.
Looking Ahead
Together, Geoff and John are committed to helping you reach your financial goals with confidence. With their combined experience, shared values, and dedication to client care, you can be assured you’re in safe hands now and into the future.
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