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.
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.
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Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Get in touch today to discuss how you can protect your business.
Get in touch today to discuss how you can protect your business.