About

Your family means the world to you, as they should.

Let’s protect their future and work towards giving them everything that they need and deserve.

Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.

We are passionate about helping Clients. We’ll work together to create a financial plan and take action. We love seeing a Client’s face light up when they realize what’s possible! Contact us today to talk about how we can help you reach financial security.

Paton 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.

Phone: (705) 789-5246

Email: steve.paton@sunlife.com

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

Steve Paton

As a Financial Planner, I enjoy working with many people in Huntsville and surrounding areas. Prior to becoming an advisor, I spent years in various roles working in a family business. It was here that I found my passion for starting my own business. I know how it feels to have a professional you can trust and depend on for good advice. I strive to be this professional for the Clients I work with.

I’m proud to hold the CERTIFIED FINANCIAL PLANNER® designation. It is the most widely recognized financial planning designation worldwide.

As a business owner with a young family, I understand the unique needs of families and entrepreneurs. I work with families, business owners, pre-retirees and people entering retirement.

I have an amazing wife, two young boys and a beautiful daughter. I enjoy getting involved in the local community and coaching kid’s soccer. In my spare time, you will often find me enjoying sports and the outdoors with my family.

Job Title: President, Paton Financial Services Inc. Financial Planner, Sun Life, CFP®

Languages spoken: English

Phone: (705) 789-5246

Email: steve.paton@sunlife.com

Address: Huntsville, ON

Alan Paton

Job Title: Associate Advisor, Sun Life, CFP®

B.Eng.

Email: alan.paton@sunlife.com

Address: Huntsville, ON

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