Paton Financial Services Inc.

Grow your wealth while protecting what matters most.

Let’s assess your short and long-term goals and create a strategy that you can feel confident in.

Paton 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.

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Custom financial planning

We believe that the steps you take today can make a positive impact now and for generations. We want to help you reach your goals so you can feel secure about your future.

We work with Clients to understand their goals. We take an educational approach to help Clients make informed decisions. We can help you with:

protecting your income,
personal savings,
corporate savings and
retirement planning.

Our holistic advice can help you reach your goals. When we work together, we take the time to understand where you are today, the reason you’re seeking help and where you want to go. From there, we’ll create a financial plan that will help you get there. Our goal is to give you financial peace of mind by being your skilled Financial Planner.

Our office is in Huntsville, Ontario. We service the surrounding areas with in-person and virtual appointments. Contact our office to book an appointment and get started on achieving your financial goals. Let's talk.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.

Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.

Remember, small adjustments now can lead to big comfort later. Let's chat.

Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.

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

Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/

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Office information

Huntsville, ON

Phone:

(705) 789-5246

Email:

steve.paton@sunlife.com

Address:

11 Main St W - Unit 2,, Huntsville, ON, P1H 2C5 Canada

Office hours:

Monday: 9:00 a.m. - 5:00 p.m.

Tuesday: 9:00 a.m. - 5:00 p.m.

Wednesday: 9:00 a.m. - 5:00 p.m.

Thursday: 9:00 a.m. - 5:00 p.m.

Friday: 9:00 a.m. - 5:00 p.m.

*Meetings by appointment only

*Evening meetings available on request

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