Our team is committed to the delivery and support of innovative solutions to meet the financial needs of our individual and business clients.
“We started dealing with Ecclestone Financial Group, May 2001 and have continued to use the services of Ted and his team, Debra and Kevin. We very much appreciate the attention to detail EFG pays to our accounts. They are prompt with service that needs to be done with our files and are there to help us understand the changing paperwork in the Insurance and Investment business. We would highly recommend the EFG team to anyone wanting to be informed and assured of proper handling of their files.”
“In 2002 I missed the C.S.B. Deadline. I met some friends in the mall and explained I intended to buy my 5 grandkids $ 200.00 CSB’s for Christmas but missed the offering. They told me about Ted Ecclestone in Fergus and suggested he would sell GIC’s in Low denominations. I met with Ted and he explained RESP’s could be started with $ 200.00 to $ 300.00 and the goverment would add 20 % . That was my start with Ted. My contributions for RESP’s grew over the years and after many visits with Ted, I moved $ 60,000. to his management.
“As I became comfortable I gradually moved all my investments to EFG. Ted welcomes my input and investments have been changed over the years. Due to my age (74) and the times, about 30 % is now in cash and the balance is conservative.
“Since the markets turned my account is recovering nicely. Ted is a good listener and if a fund is not performing well he calls me and suggests alternative investments. Ted has a friendly team in Debra and Kevin, and they always get answers to my questions and settle me down when I get upset with the way things are going. Ted is a community guy and very involved with Groves Hospital Foundation amoung other groups.”
“I recently contacted my Manulife representative, Ted Ecclestone, about my change of address. I was so impressed in how personable he is and how he went above and beyond what I had expected. Not only did we take care of updating my account, but he gave me good advice about improving what I gain from an investment I have.
It was nice to have help provided by real people (no automatic telephone systems to work through and I wasn’t put on hold) and I appreciated that he gave me so much of his time. Thank you Mr. Ecclestone and I’m definitely sticking with Manulife ”
“My wife and I have been clients of Ecclestone Financial for five years. During that time we have appreciated the balance of professionalism and personal attention that they offer.
During the past years stressfull financial upheaval we were thankfull to have a very prompt response to our questions. We have no qualms in saying we are happy to be associated with Ted look at this relationship as a positive experience.”