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.
Products and services
Business owners
Life insurance products
Saving, budgeting and investing
Stay informed
See more articles
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/middletonfinner.financial
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/middletonfinner.financial
In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale
Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.
Reach out to discuss ways your business can give back this holiday season.
Office information
