About
Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.
Welcome to Middleton Finner Financial Services Inc.
Middleton Finner Financial Solutions Inc. has the expertise of two CERTIFIED FINANCIAL PLANNERS®, three Advisors and three Administrative Assistants. We believe in Clients making decisions based on education. We try to have you understand what you are doing before you do it.
You should be comfortable with the company that is assisting you with your finances. Sun Life has been helping Canadians for over 150 years. You can count on us.
Middleton Finner Financial Services Inc.
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.
Phone: (519) 396-2220
Dave Middleton
From personal experience, I’ve seen the effects of poor planning versus proper planning. That’s why, I’m devoted to helping others create a solid plan that will be helpful in times of uncertainty. Prior to becoming an advisor, I spent the first 10 years of my career working in radio and television. Because of this experience, I now work with many Clients from that industry.
When I’m not working, I like to get involved with my community. I’ve emceed several events such as the Port Elgin Pumpkinfest and the Owen Sound Attack OHL games.
I’ve been happily married to Robin Woods of 97.9 the Bruce for 35 years. We have two sons, and two amazing grandchildren. Family means everything to me.
Job Title: Advisor, Sun Life
Phone: (519) 396-2220
Email: Dave.Middleton@sunlife.com
Fax: (519) 396-2221
Address: Kincardine, ON
Jason Finner
I made a transition to the financial planning industry to help people. I worked as a civil engineer for the first 12 years of my career. We’d help small communities create a master plan for their various systems. Using that master plan, we’d then improve specific areas or systems that required upgrading or replacement.
Creating a financial plan with Clients is very similar. I help Clients put together a financial plan that provides a summary of their current situation. It outlines what they may expect decades later if they continue the same path. Financial planning provides Clients an opportunity to better manage risk, build their net worth and keep more of their wealth within their family.
Outside of work, I enjoy photography, playing music with friends, swimming in Lake Huron and spending time with family. I’m happily married to my wife Linda, and we are raising two daughters. Most weekends you’ll find me grilling on our deck or walking downtown and enjoying the local summer festivals. I’m also a proud member of the Kincardine Rotary Club where we raise funds for local and international projects. Our projects intend to improve the health and well being of the community.
Job Title: Financial Planner, Sun Life, B.A.Sc., CFP®, CLU®
Patricia Underwood
Job Title: Financial Planner, Sun Life, CLU®
Phone: (519) 389-2220
Email: patty.underwood@sunlife.com
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
