Estate Planning

Solutions - Spring 2016

In the Spring 2016 edition:

  • Milennials and money
  • Are your investments protected from creditors?
  • Yours, mine and ours: A helpful guide for partners who are merging finances
Take charge of saving in your 4Os

Ecclestone Financial Group

Address: 245 St. David Street North
Fergus, Ontario, CA
N1M 2J8
Business: 519.843.5110
Fax: 519.843.5479
Toll Free: 1-877-941-1903

Latest Blog Posts

Before You Say "Yes" to Mortgage Insurance, You Have Options

Published by Ecclestone Financial on Apr 27, 2016

When you're approved for a mortgage, your lender will offer to sell you mortgage insurance.  It may seem convenient at the time but you have options - options that help protect you and your family, not...

Do You Have A Plan For Debt Elimination?

Published by Ecclestone Financial on Mar 10, 2016

When most people think about retirement planning, they think of building a retirement nest-egg through RRSP's and pension plans.  While these are key pieces of the puzzle, it's important not to forget...

Make The Most Of Your RRSP

Published by Ecclestone Financial on Feb 02, 2016

Make the Most of Your RRSP   Contributing to a Registered Retirment Savings Plan is one of the most effective ways for Canadians to save for retirement.  If an RRSP is part of your investment plan, here...

Tax Free Savings Accounts - Back to Basics

Published by Ecclestone Financial on Jan 12, 2016

First of all, we would like to wish you all a healthy and prosperous 2016!  With the turning of the calendar also comes the opportunity to deposit additional funds to your Tax-Free Savings Account.  The...

Small Businesses – Protect Your Most Valuable Asset

Published by admin on May 07, 2015

As a small business owner your company is constantly growing and evolving, with new challenges surfacing every day. So wouldn’t it be nice to make the health of your employees one less thing to worry ...