Ecclestone Financial Group Inc.

The staff at Ecclestone Financial Group are experts in all lines of money and risk management products and have associations with legal and accounting professionals. A good financial advisor is the coach that helps you make, keep, and ultimately, reap the benefits of your financial resolutions, and at EFG we have the best! We are contracted with over thirty banks and trust companies and offers the best guaranteed products available. We also have contracts with major life, disability, critical illness and group insurance carriers in Ontario.

Many consider the most important steps to reaching your goals to be prioritizing and creating a plan to achieve them. While planning is important, our experience has shown that it’s really the next step – implementing a plan with as little disruption as possible – that is key to helping people reach their goals.

A good advisor helps you determine your next steps and then finds ways to make your plans fit your life, so you can be confident your financial goals are being achieved. Consider how an EFG financial planner can help you create and implement your plan:

Pay yourself first
We often need help determining how goals that fit within our current cash flow and tax situation. Goals start becoming a reality when your savings plan is put in place by automating regular transfers to your highest account, RRSP, RESP or investment account.

Invest properly
With a savings plan in place, getting the "best bang for your buck" is the next priority. This is different for everyone. Portfolios are customized to respect the time-frame for the investment and your tolerance for risk. With the wide variety of investments available, our advisors ask the right questions to give advise your specific  situation.

Watch your interest expenses
Consolidating your credit cards and other expensive debt by using the equity in your home can save you hundreds each year. Look for someone who doesn’t charge you to set up an equity line of credit.

Protect your investments and your lifestyle by being properly insured
Family insurance needs to change over time and, with today’s medical advances, everyone’s insurance needs seem to have changed over the last ten years. Review your coverage with a licensed advisor to determine where you’re over or under insured.

Take the steps to protect your loved ones
Our advisors can help you put estate planning fundamentals in place – wills and powers of attorney and provide more sophisticated advice on estate taxes and probate fees.

Regularly review your financial plan and make adjustments as need be
We'll review your plan annaully, or more often if you prefer. We're here to answer any questions you have, and make changes as your life evolves.