Events

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Cyber Security and Protecting Yourself

Jun 20, 2018 02:00 PM - 03:00 PM Eastern Daylight Time

Jeremy Woods from Intelligent Computer Systems will be joining us to discuss cyber security, passwords, protecting yourself and your business.  He will be showing the potential risks and how to keep yourself protected.
 

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The Real Estate Debate - Should I Invest or Buy Real Estate?

Mar 21, 2018 02:00 PM - 04:00 PM Eastern Daylight Time

Please join us at Little Falls Business Centre on March 21st as we welcome Winston Robinson from AGF Investments to discuss and compare the options of investing vs buying real estate

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Philip Petursson - Manulife's Chief Investment Strategist

Mar 07, 2018 03:00 PM - 04:30 PM Eastern Standard Time


We are extremely excited to welcome Philip Petursson, Chief Investment Strategist from Manulife Investments to our office on March 7th.  A large number of our clients have investments associated with Philip and we encourage you to come listen.  It is very rare that folks like Philip are available for client events.
 
As Chief Investment Strategist, Philip has a range of investment strategy responsibilities from market and economic analysis to investor education. He analyzes and interprets the economy and markets on behalf of Manulife Investments’ clients and works with the portfolio management teams to provide clients and investment intermediaries with guidance and commentary on strategies, asset allocation weightings, as well as specific portfolio recommendations.
 

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Manulife Vitality - Get Fit With Vitality

Feb 07, 2018 07:00 PM - 08:00 PM Eastern Standard Time

The Manulife Vitality program is transforming the way Canadians like you aspire to live healthier and happier!


In the Manulife Vitality program, members can enjoy rewards, including  fitness club discounts, a free wearable device, Amazon gifts cards and an opportunity for discounted premiums.  And with Apple Watch it's even easier for you to enjoy rewards for healthy, active living!  As a Manulife Vitality member, you can get Apple Watch from just $17 and fund the balance by tracking activities to earn Vitality PointsTM.*


Manulife Vitality is a whole new kind of life insurance program that can reward people like you for healthy living.

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Charitable Giving - Building Your Legacy

Jan 24, 2018 02:00 PM - 03:00 PM Eastern Standard Time

Please join as as Ed Brooks with Mackenzie Financial will speaking about charitable giving and covering the following items:

 

- Professional investment management options
- Simplified account setup, record keeping and administration
- Allows you to continue working with your advisor
- Flexible grant making
- Charitable legacy and estate planning
- Donor recognition

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Balancing Expenses

In the Fall 2018 edition:
Creating a financial plan that's you-nique.

Do You need an estate plan

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
Email: info@efginc.ca

Latest Blog Posts

Don't Forget to Pack Your Travel Insurance

Published by Ecclestone Financial on Oct 22, 2018

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Creating Your Path To Financial Success

Published by Ecclestone Financial on Sep 19, 2018

The best time to plant a tree is 20 years ago, or today. The same can be said of getting started on your own path to financial success.  The sooner you plan, save and invest; the more time you will have...

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Published by Ecclestone Financial on Jun 29, 2018

Estate Planning isn’t just for the affluent – it’s for all those who want to protect the people they love and the assets they’ve worked so hard to build.   In simple terms, estate planning is the process...

Does Your Insurance Coverage Fit Your Needs?

Published by Ecclestone Financial on Jun 08, 2018

If you die suddenly, will your family have enough money to cover the mortgage and household bills? What if you become critically ill? How will you support your family and pay for the unexpected medical...

Stand out as an Employer - Group Benefits

Published by Ecclestone Financial on Apr 25, 2018

With an unemployment rate of 4.27%, Wellington County has one of the tightest job markets in Ontario.  So how do employers stand out then when seeking to attract and retain the areas best talent?    With...