Stay informed
Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
Get to know the office!
Dave Middleton- part Owner of Middleton Finner Financial.
When I am not assisting clients I have three granddaughters to spoil. I have two classic cars to clean. I have a race car to ride around in at Sauble Speedway plus announce once in a while. I love to golf although I was much better in my younger days. But most of all I love to spend time with my wife Robin Woods of 97.9 the Bruce in the hot tub with a nice glass of wine.
Dave Middleton- part Owner of Middleton Finner Financial.
When I am not assisting clients I have three granddaughters to spoil. I have two classic cars to clean. I have a race car to ride around in at Sauble Speedway plus announce once in a while. I love to golf although I was much better in my younger days. But most of all I love to spend time with my wife Robin Woods of 97.9 the Bruce in the hot tub with a nice glass of wine.
Get to know the office!
Dave Middleton- part Owner of Middleton Finner Financial.
When I am not assisting clients I have three granddaughters to spoil. I have two classic cars to clean. I have a race car to ride around in at Sauble Speedway plus announce once in a while. I love to golf although I was much better in my younger days. But most of all I love to spend time with my wife Robin Woods of 97.9 the Bruce in the hot tub with a nice glass of wine.
Dave Middleton- part Owner of Middleton Finner Financial.
When I am not assisting clients I have three granddaughters to spoil. I have two classic cars to clean. I have a race car to ride around in at Sauble Speedway plus announce once in a while. I love to golf although I was much better in my younger days. But most of all I love to spend time with my wife Robin Woods of 97.9 the Bruce in the hot tub with a nice glass of wine.
Monday's aren't so bad when the team gets together!
Staff meeting in the Port Elgin office followed by headshots and updated team pictures.
Staff meeting in the Port Elgin office followed by headshots and updated team pictures.
Monday's aren't so bad when the team gets together!
Staff meeting in the Port Elgin office followed by headshots and updated team pictures.
Staff meeting in the Port Elgin office followed by headshots and updated team pictures.
The Middleton Finner Financial Thursday night curling team has made it to the B final of championship day. Championship day is this Saturday, March 23, 2024 starting at 2pm at the Port Elgin Curling Club. Admission is free. Bar is open. Finger foods will be available. Plus the World Womens Curling will be viewable on the big screen.
The Middleton Finner Financial Thursday night curling team has made it to the B final of championship day. Championship day is this Saturday, March 23, 2024 starting at 2pm at the Port Elgin Curling Club. Admission is free. Bar is open. Finger foods will be available. Plus the World Womens Curling will be viewable on the big screen.
FHSA: Tax-Free First Home Savings Account
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Middleton Finner Finanical Services Inc is holding an Easter colouring contest!
We are looking forward to seeing our "future"clients artwork and prizes will be awarded to four different age groups- 1-3, 4-6, 7-9 and 10-14.
Please submit your colouring page to our email at middleton.finner.finance@sunlife.com or drop off at 732 Queen St, Kincardine or 582 Hepner Cres, Port Elgin.
If you are unable to print the image please call the office at 519-396-2220 and we will glady print one for you.
Looking forward to your submissions!
We are looking forward to seeing our "future"clients artwork and prizes will be awarded to four different age groups- 1-3, 4-6, 7-9 and 10-14.
Please submit your colouring page to our email at middleton.finner.finance@sunlife.com or drop off at 732 Queen St, Kincardine or 582 Hepner Cres, Port Elgin.
If you are unable to print the image please call the office at 519-396-2220 and we will glady print one for you.
Looking forward to your submissions!
Middleton Finner Finanical Services Inc is holding an Easter colouring contest!
We are looking forward to seeing our "future"clients artwork and prizes will be awarded to four different age groups- 1-3, 4-6, 7-9 and 10-14.
Please submit your colouring page to our email at middleton.finner.finance@sunlife.com or drop off at 732 Queen St, Kincardine or 582 Hepner Cres, Port Elgin.
If you are unable to print the image please call the office at 519-396-2220 and we will glady print one for you.
Looking forward to your submissions!
We are looking forward to seeing our "future"clients artwork and prizes will be awarded to four different age groups- 1-3, 4-6, 7-9 and 10-14.
Please submit your colouring page to our email at middleton.finner.finance@sunlife.com or drop off at 732 Queen St, Kincardine or 582 Hepner Cres, Port Elgin.
If you are unable to print the image please call the office at 519-396-2220 and we will glady print one for you.
Looking forward to your submissions!
Net worth calculator
What’s your net worth? It’s the total value of everything you own, minus your liabilities (debts). Use this net worth calculator to see how your net worth...
Critical illness insurance calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Which is better in retirement: Owning or renting?
Listen to help decide if renting or buying a house in retirement is right for you.
Do you need life insurance if you’re wealthy?
Do you have a high-net worth? Find out how you can use life insurance to help grow and protect your finances....
RRIF: Registered Retirement Income Fund
💡 Do you know the difference between an RRSP and an RRIF? With an RRSP, you save for retirement and with an RRIF you take income for retirement. Learn more about RRIFs here!
Dollar-cost averaging: Making investing automatic
Dollar-cost averaging has 2 advantages: It turns saving into a habit and it keeps you from trying to time the market.
What's in Season - Canadian Food Focus
Learn about fruits and vegetables -how to buy, how to prepare and even how they grow in Canada.
Inflation: What it means and how to protect yourself
Inflation is rising in Canada. What does this mean? And how will it impact your savings and retirement? Learn more in this article....
5 parenting tips for blended families | Sun Life Canada
Many Canadians are struggling as the cost-of-living continues to increase. If you’re worried about your finances, I’m here to help. Check out this article that outlines how to save money even in times of uncertainty.
Budget calculator
Do you know what goes into a #budget?
Include basic living expenses like:
✔️Housing
✔️Food
✔️Transportation
✔️Clothing
Put aside spending money, but don’t include expenses like:
❌dining out,
❌weekend trips,
❌or leisure and hobbies
Looking for a tool to help you get your spending on track? Check out Sun Life's budget calculator.
Include basic living expenses like:
✔️Housing
✔️Food
✔️Transportation
✔️Clothing
Put aside spending money, but don’t include expenses like:
❌dining out,
❌weekend trips,
❌or leisure and hobbies
Looking for a tool to help you get your spending on track? Check out Sun Life's budget calculator.
3 reasons to get life insurance in your 20s or 30s
Did you know the younger and healthier you are, the more likely you’ll have lower monthly premiums on life insurance? Let’s set up a video chat to discuss what life insurance might be right for you.
10 steps to buying a house in Canada
🏡 Thinking about buying real estate? This article outlines the 10 steps you need to know before you start house hunting.
How to save for retirement if you don’t own your house
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Registered education savings plan (RESP)
A registered education savings plan (RESP) from Sun Life Financial is a powerful way to save for a child’s post-secondary education.
5 steps to choosing a guardian for your children
Here are some helpful tips when selecting a guardian for your children:
1. Ask the guardian first
3. Remember to include contact information
4. Name a back-up guardian
Read more tips in the attached article!
1. Ask the guardian first
3. Remember to include contact information
4. Name a back-up guardian
Read more tips in the attached article!
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.