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Ladies Night! - Women and Investing - Reaching for Retirement

Nov 08, 2017 07:00 PM - 08:00 PM Eastern Standard Time

Please join us Wednesday November 8th at 7 pm for a night of fun as we welcome Katrina Wilson from Fidelity Investments to come speak with the ladies regarding investing and reaching for retirement.


There will also be a door prize for a lucky winner!


Responsible Investing - Business Owners

Oct 25, 2017 02:00 PM - 03:00 PM Eastern Daylight Time

Mike Miller from NEI Investments will be joining us as our next date for seminars is slotted for Wednesday October 25th. We will be running a session in the afternoon that is geared more towards the business community and Responsible Investing. We also have a session in the evening at 7 pm and the focus for this seminar will be on the next generation and responsible investing.


NEI Investments were the first in Canada to build a large, comprehensive corporate engagement program that actively works to change the Environmental, Social and Governance (ESG) practices of companies held in our funds to help minimize risk.


Wealth Transfer Strategies

Oct 11, 2017 02:00 PM - 03:00 PM Eastern Daylight Time

Please join the team of Ecclestone Financial group along with guest speakers Rob Wolf and Jon Hreljac as we discuss the following topics:

- Estate Planning Strategies Related to Retirement Savings

- Common Mistakes

- The Role of the Executor & the Ontario Probabe Process

- Techniques for Excluding Assets from Probate


What Should You Do With Your Tax Return?

Apr 26, 2017 02:00 PM - 03:00 PM Eastern Daylight Time

We will be continuing our series of seminars on Wednesday April 26th and this month's topic will be "What You Should Do With Your Tax Return"


Is receiving a tax refund a good thing?  If you did receive a tax refund, what should you be doing with it?  Our advisors has some tips to use your tax return to progress your financial plan.

Estate Planning

In the Fall 2017 edition:
Solutions celebrates 15 years
The family dollar juggling act
Retire happy, stay healthy

Critical Illness

Ecclestone Financial Group

Manulife Securities Incorporated

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

3 Investment Tips for Millennials

Published by Ecclestone Financial on Nov 08, 2017

Let’s be honest, investing isn’t always easy – at least it doesn’t always seem that way. With so many different options available on the market (from mutual funds to stocks), choosing the best strategy...

How to Ace Your Student Budget

Published by Ecclestone Financial on Oct 25, 2017

Heading off to college or university is a big milestone and a time that's filled with lots of excitement, and anxiety. Just like with most things in life, it pays to be prepared.   Studies have found ...

Is a RESP on Your Back to School Shopping List?

Published by Ecclestone Financial on Sep 14, 2017

If not, then maybe it should be. Saving for a child’s education is important because it encourages younger generations to pursue a college or university degree while relieving some of the financial burden...

Which Type of Life Insurance Do You Need?

Published by Ecclestone Financial on Aug 02, 2017

Choosing the right type of life insurance isn’t always easy and it’s not always something people want to talk about. However, having an estate planning conversation with your family about what happens...

Why Mental Health Matters For Your Money

Published by Ecclestone Financial on Jul 17, 2017

Did you know that 1 in 5 people face mental health issues during their lifetime? That means the odds of you, a family member or someone you know being affected by mental health are high. Issues related...