Middleton Finner Financial Services Inc.
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Retirement planning that works for you
We’re passionate about helping people retire when they want to. You can’t choose when you pass away but you can choose your date of retirement. We’re here to help you reach your retirement goals and retire your way.
We believe in educating you so you can thoroughly understand your finances. This will help from making poor financial decisions that will affect your future.
We can help you with:
- retirement planning
- retirement income planning and
- estate planning.
Our office is in Kincardine, Ontario and we’re happy to meet with you there. We also help Clients from across Grey Bruce County, virtually, through Zoom or telephone.
Our approach
When we begin working together, we always start by listening. We want to deeply understand your situation, your needs and your goals. From there, we can analyze your finances and make recommendations that suit your lifestyle. From the moment we start working together to the implementation of your plan, we’re there for you every step of the way.
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Life insurance products
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Inclusion Rates and the Capital Dividend Account | CI Global Asset Management
https://www.cifinancial.com/ci-gam/ca/en/expert-insights/articles/inclusion-rates-and-the-capital-dividend-account.html
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
AI’s Second Act and How to Capitalize On It | CI Global Asset Management
https://www.cifinancial.com/ci-gam/ca/en/expert-insights/articles/ais-second-act-and-how-to-capitalize-on-it.html
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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