About

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.

Dave Middleton

Dave is a devoted father to two sons, a proud grandfather, and a loving husband of 39 years. With a lifelong passion for connecting with people, he spent much of his career as a master of ceremonies in radio and television, bringing energy, charm, and professionalism to every event he hosted. Dave still emcee's events today like the Port Elgin Pumpkinfest and the Owen Sound Attack OHL games.


For over 15 years, he has also served as a trusted Sun Life advisor, helping Clients build secure futures with care and integrity. His dedication to family, community, and service has shaped a life marked by warmth, wisdom, and unwavering commitment.

Job Title: Advisor, Sun Life

Phone: (519) 396-2220

Email: Dave.Middleton@sunlife.com

Fax: (519) 396-2221

Address: 732 Queen Street, Kincardine, ON

Jason Finner

Jason is a proud father of two daughters and a devoted husband of 23 years. Before finding his calling as a trusted Sun Life advisor for the past 12 years, he built a successful career as a civil engineer, known for his attention to detail and problem-solving skills. Jason is very passionate about creating financial plans for Clients, these plans create an opportunity to help better manage risk, build their net worth and keep more of their wealth within their families.


Outside of work, he is a passionate photographer with an eye for capturing life's special moments, and a backyard BBQ enthusiast who loves sharing great food with family and friends. His life is shaped by creativity, care, and a strong commitment to both his family and Clients. Jason also is a proud member of the Kincardine Rotary Club where the focus is raising money for local and international projects, intended to help improve the health and well being of the community.

Job Title: Financial Planner, Sun Life, B.A.Sc., CFP®, CLU®

Phone: 519-396-2220

Email: jason.finner@sunlife.com

Fax: 519-396-2221

Address: 732 Queen Street, Kincardine, ON

Patricia Underwood

Patty is a proud mother of four and a joyful grandmother to six wonderful grandchildren. With a lifelong passion for theatre and the arts, she brings creativity and enthusiasm to everything she does. For over 20 years, she has built a successful career as a Sun Life advisor, helping Clients achieve confidence and security in their futures.


When not working or enjoying the theatre, she loves spending time by her backyard pool, where family gatherings and sunny days are always welcome. Her life is filled with warmth, laughter, and a deep dedication to both her family and her profession.

Job Title: Financial Planner, Sun Life, CLU®

Phone: (519) 389-2220

Email: patty.underwood@sunlife.com

Address: 582 Hepner Crescent, Port Elgin, ON

Carleigh Cachagee

Since 2018, Carleigh has been the heart of the office- keeping operations running smoothly, supporting the team, and ensuring no detail gets overlooked. Known for her organizational superpowers and calm-under-pressure attitude, she's the go-to for everything from scheduling chaos to office celebrations.


Outside of work, she's a dedicated mother to her daughter, balancing client needs by day and bedtime stories by night. Whether she's organizing a beach clean-up or bringing people together for a cause, she brings warmth, reliability, and a can-do attitude to everything she does.

Job Title: Service Associate, Sun Life

Phone: 519-396-2220

Email: carleigh.cachagee@sunlife.com

Fax: 519-396-2221

Address: 732 Queen Street, Kincardine, ON N2Z 1X8

Deanna Dahmer

Deanna joined the team in 2024 and has quickly become a key part of the office with her outstanding organization, friendly attitude, and top-tier customer service. Whether she's handling calls, greeting visitors, or supporting staff, Deanna brings positivity and professionalism to every task.


Outside the office, Deanna is a proud mom to a teenager, juggling work and parenting with grace and good humor. Her ability to stay calm under pressure and connect with people makes her an invaluable asset to the team and a joy to work with.

Job Title: Advisor Assistant, Sun Life

Phone: 519-396-2220

Email: deanna.dahmer@sunlife.com

Fax: 519-396-2221

Address: 732 Queen Street, Kincardine ON N2Z 1X8

Kayla McDonald

Kayla joined the team in 2024 and brings a fresh, upbeat energy to the office. As one of the younger members of the team, she's quick to learn, always ready to help, and keeps things running smoothly with her sharp attention to detail.


Known for her colour-coordinated notes (and outfits!), Kayla combines style with substance- making organization look effortless. She's already made a strong impression with her positive attitude, reliability, and modern approach to admin work.

Job Title: Advisor Assistant, Sun Life

Phone: 519-396-2220

Email: kayla.mcdonald@sunlife.com

Fax: 519-396-2221

Address: 732 Queen Street, Kincardine ON N2Z 1X8

Joe Carter

Joe has spent over 12 years representing Group Benefit Plan, which helps local businesses support their teams. Proudly known as the "world's tallest free-standing disc jockey," he's made a lasting impression both in the community. A devoted father of 4 children and a proud grandparent, he is deeply family-oriented, and values time spent with loved ones. Whether behind the microphone or volunteering locally, he brings energy, humor, and heart to everything he does.

Job Title: Associate Advisor, Sun Life

Phone: 519-396-2220

Email: joe.carter@sunlife.com

Fax: 519-396-2221

Address: 732 Queen Street, Kincardine, ON

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.