Paton Financial Services Inc.
Trustworthy advice you can count on
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.
For individuals
Let’s establish goals, reach goals and protect what matters most to you - together.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
All accounts, plans and products
As a leader in individual insurance and wealth, Sun Life offers a full range of trusted products and services that put Clients’ needs first.
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