Middleton Finner Financial Services Inc.
Trustworthy advice you can count on
Retirement planning that works for you
We’re passionate about helping people retire when they want to. You can’t choose when you pass away but you can choose your date of retirement. We’re here to help you reach your retirement goals and retire your way.
We believe in educating you so you can thoroughly understand your finances. This will help from making poor financial decisions that will affect your future.
We can help you with:
- retirement planning
- retirement income planning and
- estate planning.
Our office is in Kincardine, Ontario and we’re happy to meet with you there. We also help Clients from across Grey Bruce County, virtually, through Zoom or telephone.
Our approach
When we begin working together, we always start by listening. We want to deeply understand your situation, your needs and your goals. From there, we can analyze your finances and make recommendations that suit your lifestyle. From the moment we start working together to the implementation of your plan, we’re there for you every step of the way.
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.
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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FHSA: Tax-Free First Home Savings Account
We are looking forward to seeing our "future"clients artwork and prizes will be awarded to four different age groups- 1-3, 4-6, 7-9 and 10-14.
Please submit your colouring page to our email at middleton.finner.finance@sunlife.com or drop off at 732 Queen St, Kincardine or 582 Hepner Cres, Port Elgin.
If you are unable to print the image please call the office at 519-396-2220 and we will glady print one for you.
Looking forward to your submissions!
We are looking forward to seeing our "future"clients artwork and prizes will be awarded to four different age groups- 1-3, 4-6, 7-9 and 10-14.
Please submit your colouring page to our email at middleton.finner.finance@sunlife.com or drop off at 732 Queen St, Kincardine or 582 Hepner Cres, Port Elgin.
If you are unable to print the image please call the office at 519-396-2220 and we will glady print one for you.
Looking forward to your submissions!
Office information
