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 Make your money work as hard as you do.

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We treat every client’s situation as unique.
Because it is.

We pride ourselves on exceeding our clients’ expectations. Our client-centred focus and approach is the core of our business.
Call, email or drop by our office. One meeting with us could change your life!

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Your Money.
Your Unique Journey.


A proud member of our community

We work with individuals, families and businesses (including farm), providing exceptional client service and expert advice in the many facets of financial and insurance strategies. Whether it’s your first time investing, planning for retirement, buying a home, want a change in performance from the bank, want to see your pension grow, transferring wealth from a business or generation – we are passionate about guiding you along your unique financial journey. We honour our fiduciary duty and believe in working together to empower our clients through every phase of your financial strategy. 



A Rich History

Founded by Ted Ecclestone, Ecclestone Financial Group has been providing quality financial advice to their clients since 1990; and incorporated in 1994. Our major business at that time included life insurance to protect mortgages and client’s lifestyles. In 1996 we purchased a large block of PAR insurance business from a retiring agent in Orangeville and amalgamated that practice into the current business.

Over the years, money management has also become a vital part of Ecclestone Financial  Group. In 1998, Ecclestone Financial  Group moved to a beautiful red brick home downtown Fergus which we converted into office space, combining business efficiency with a warm, comfortable atmosphere. In 2016 we built an addition – a now 5600 sqft., three-storey building to accommodate our growing team and wonderful clientele!

Ecclestone Financial Group is proud to support and volunteer at many Centre Wellington sports team, breakfast programs, local causes and charities. You will see one of the team members around town wearing our signature Ecclestone Financial  Group shirts.

The Advisors and support team of Ecclestone Financial Group are engaged and always ready to assist with all your financial needs. We start everyday thinking; how can we provide our clients with top quality resources for their unique situation and tools that enable you to make the best financial decisions? How do we ensure that you achieve your goals?
Call, email or drop by the office and see how we can be of service to you.

Ted Ecclestone Photo Ted Ecclestone Hover Photo

Ted Ecclestone

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Ted Ecclestone

FINANCIAL ADVISOR - Manulife Wealth Inc.

Ted is notorious for his inspirational ‘one liner’s and if you’ve met Ted, you could probably quote one. He has three great passions in life: People, Business and John Deere. Ted currently resides in Belwood with his wife and enjoys spending time on his property with his family and friends. When not volunteering, you’ll see Ted out and about at Ontario music festivals, plow matches, farm auctions and more. Ted loves this community in which he was born and raised and over the years, has been involved in numerous volunteer activities in the Centre Wellington area including:

  • Groves Memorial Hospital Community Foundation, CT Fundraising Chair (2009-2011)
  • Groves Memorial Hospital Community Foundation, Foundation Chair (2006-2008)
  • Volunteer, Groves Memorial Hospital Community Foundation since 2002
  • Volunteer, The Rotary Club of Fergus – Elora since 1993
  • Fergus Fall Fair Committee (1978-2005)
  • President’s Award, Centre Wellington Awards of Excellence (2009)
  • Business Beautification Award, Centre Wellington Awards of Excellence (2011)
  • Business Beautification Award, Centre Wellington Awards of Excellence (2016)
  • Centre Wellington Economic Development Task Force 2019-current
  • 25 Years in Business, Centre Wellington Awards of Excellence (2019)
  • Corporate Citizen of the Year, Centre Wellington Awards of Excellence (2021)

Ted had also been a 5 Star Master Builder with Manulife while the program was active. Membership in this group acknowledges the exceptional producers that have made substantial contributions to the Company’s development and expansion.

Ted is incredibly proud of his team of dedicated professionals who are always at your service and invites you to come meet them! 

Bryan Paul Photo Bryan Paul Hover Photo

Bryan Paul

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Bryan Paul

FINANCIAL ADVISOR - Manulife Wealth Inc.

Bryan has been an Advisor for over a decade and joined Ecclestone Financial Group in 2013. He graduated from the University of Guelph in 2004. Bryan always had a passion for finance and genuinely enjoys helping people, so after gathering skills from other industries, becoming an Advisor was the perfect fit.

He was born and raised locally and currently resides with his wife and two children in Fergus. Bryan likes to be involved in the community, including sitting on the Board of Directors for the Centre Wellington Chamber of Commerce from 2014-2019 and has been a Big Brother since 2019. You may also see him helping at the school’s his children attend, helping with class trips or serving yogurt to hungry kids. When Bryan isn’t walking the runway in a bra (for charity of course), or fighting crime, (he may or may not be a superhero), he loves to spend time with his family and enjoy the outdoors.

If you have any questions at any time, or just want to have a coffee and chat, do not hesitate to contact Bryan at the office. He is always happy to help!

Allan Hons Photo Allan Hons Hover Photo

Allan Hons

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Allan Hons

INVESTMENT ADVISOR - Manulife Wealth Inc.

Allan is a life-long resident of Centre Wellington; joining the Ecclestone Financial Group team in 2018. Advising families and small businesses since 2010, Allan has developed a reputation as a quiet advisor; taking the time to listen and fully understand his clients. He is passionate about working with you to increase your confidence in the often-complex world of finance while paying down debt, building savings and planning for the future.

When not at the office Allan spends his time with his wife, two daughters and an ever-increasing number of small mammals. Allan also curls, plays baseball and volunteers with Melville United Church, Groves Hospital Foundation, Elora-Fergus Ringette and Ecclestone Financial Group’s own Tree Giveaway. Allan is our carbon neutral advisor who you will often see walking or biking around town. While not 100% carbon neutral yet, he would be happy to share his experience with transitioning to a carbon free future and how you can invest in the space as well. It all starts with a conversation!  

Laura Ecclestone Salter Photo Laura Ecclestone Salter Hover Photo

Laura Ecclestone Salter

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Laura Ecclestone Salter

INVESTMENT ADVISOR - Manulife Wealth Inc.         

Laura has a deep respect for service and has dedicated her career to adding value to her client’s life priorities. She is passionate about assisting clients in identifying their values and resources, amplifying their assets, protecting what is important and empowering them to live they life envision. You can look forward to setting specific goals and she will be your accountability partner along your journey. As her client you can expect to receive personalized wealth solutions, tailored advice and risk management strategies. 

Although she did not enter Finance in the traditional sense, she understands that trust, communication, and continued education is crucial in every successful life path. She became a Jeweller and an Accredited Gemologist which led her to a career with Birks in Sales and as Store Director for multiple locations across Canada. After a decade of many adventures with her husband Brad, they returned home to Centre Wellington. In 2018 Laura decided the time was right to pursue her dream of becoming a Financial Advisor just like her Dad ‐ Ted Ecclestone who is a Financial Advisor at Manulife Wealth Inc.. It was important to learn the industry and the business from the ground up. She did this while completing all educational requirements to first become a licensed Investment Advisor Assistant, then an Investment Advisor with Manulife Wealth Inc.. She accomplished this in four years and gained a rich understanding and appreciation of what it takes to care for the clients of Ecclestone Financial Group. 

Outside the office you will find Laura volunteering as a Rotarian, attending a gem show, vintage shopping or cheering on her kids at one of their events. You can call the office or message through the website to book an initial discussion with Laura. She’d love to meet you and hear your story.

Kevin Herder Photo Kevin Herder Hover Photo

Kevin Herder

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Kevin Herder


Kevin has been with Ecclestone Financial Group since 2003 and is a graduate of the General Business Program at Conestoga College. Having been with EFG the longest - other than Ted himself - Kevin wears many hats! He is actively involved in our day to day servicing for all your investment and insurance needs. Chances are if you have or will be coming to us for any kind of insurance, including travel, you will be contacted by Kevin throughout the process. His passion is playing Men’s league baseball and watching the Jays in Toronto. He also loves any outdoor activity, spending time with his family, and has a real talent for woodworking. Kevin currently resides in Ariss with his wife and their adorable Golden Retriever Lincoln. 

Trish Rozendal Photo Trish Rozendal Hover Photo

Trish Rozendal

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Trish Rozendal


Trish started with Ecclestone Financial Group in 2011 and has the rewarding role of managing and overseeing all client’s investment needs. Trish has over 20 years experience in the financial services industry and is a wealth of knowledge the team relies on. She is proactive, attentive and will ensure you are up-to-date on anything required to manage your account successfully. Trish lives in Guelph with her husband and loves spending time with her large group of family, friends, and her precious grandchildren – especially by the pool. Trish looks forward to watching her grandchildren grow up and continuing to travel the world. Her favourite place to explore is Italy - she has been twice already!

Sherri Hodder Photo Sherri Hodder Hover Photo

Sherri Hodder

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Sherri Hodder



Sherri Hodder joined 2016 when Ecclestone Financial Group expanded our office space and built onto the Red Brick House. She was an integral part of that experience. Sherri assists the Advisors and Clients on the Investment side of our business. Having been born and raised in Fergus, she is thrilled to be working close to home. Sherri is very integrated in all processes of Ecclestone Financial Group and takes pride in making the client experience unforgettable. Away from the desk, Sherri loves spending time with her husband and two sons, friends and travelling. She can often be found cheering on her boys at their hockey, rugby and lacrosse games.  

Sarah Machin Photo Sarah Machin Hover Photo

Sarah Machin

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Sarah Machin


Sarah joined our Ecclestone Financial Group in 2022 and works with the team to service our clients on both the Investment and Insurance side of the business. You'll notice Sarah’s positive energy and outgoing enthusiasm when you talk to her. She is a proud life-long member of Centre Wellington and currently resides in Elora with her husband and beautiful Son. She loves taking advantage of all the wonderful things our community has to offer by biking the Trails, walking through the Elora Gorge and supporting all the amazing local Business’s in the area. Outside the office, you can find her making new memories with her family & friends, cheering on her son at the arena or on the field and eating Taco’s (her favourite food) – seriously, she’s obsessed!

Jolene West  Photo Jolene West  Hover Photo

Jolene West

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Jolene West


Jolene West joined Ecclestone Financial Group in 2023, and is the ‘Director of First Impressions’, she is the first friendly face to greet you when you come into our building. Jolene moved to Fergus in 2009 from Waterloo and is truly enjoying the small-town culture. She has a background in healthcare having worked at Guelph General Hospital for over a decade. Her compassion for people shines through and her laughter can be heard throughout the building. She thrives on the power of positive thinking and is fascinated with the power of thought.

Jolene can’t wait to meet you in person or over the phone. Give her a call and she can set-up an initial appointment with an Advisor or a meeting with you and your current Advisor – She always has chocolate at her desk to share!

What Our Clients Say

Our team is committed to the delivery and support of innovative solutions to meet the financial needs of our individual and business clients.

Bryan made it easy for us to finally make the decision to go ahead with the benefit plan.  We had looked into a plan previously but were discouraged as our company was considered too small with only 3 employees.  Everything is going great and we are happy with our choice of benefit plan.  Thanks for your support!

Debbie R.
Rutherford Pump Systems

I have been a client of Ecclestone Financial Group for over eighteen years and have always felt very comfortable and confident with Ted and the advice he has given me. In fact, I was so impressed with the high level of friendly and knowledgeable service that I recommended Ted’s common sense approach to other family members. Four generations of my family, (father, myself, daugther, grandchildren) have availed themselves of Ted’s expertise and all have been pleased with the results of his advice. Ted takes the time to meet with me on a regular basis to review my portfolio we decide together what changes need to be made depending on the market and my personal circumstances at the time. I am grateful to Ted Ecclestone and his staff for the genuine interest and concern he has show to me and my family.

Leita R.

My husband and I are very happy with the services provided to us. Bryan is very professional and knowledgeable and has found ways to save us money on our current investments and insurance. Due to Bryan’s help and advice we feel more financially stable and are more confident in our financial future

Katie and Sherman M.

Ecclestone Financial has witnessed my family evolving through divorce, single parenthood, remarriage, and the birth of five children some of whom have special needs. At every stage, Ted and Kevin are able to manage our life insurance needs in terms of what makes sense for us. I don’t ever feel stressed about not being knowledgeable about insurance nor financially savvy, because that is what Ted and Kevin are for.

I know I can rely on Ted to be at the forefront of anything that I should be researching regarding my children with special needs. He was the one who first told me about Henson Trusts or discussed RDSP’s with me well before this was general knowledge within the special needs community and certainly long before my lawyer or regular bank addressed these things.

While our family could not be considered rich, I certainly feel as though I am treated the same way as someone who is. More importantly, I feel good about having our insurance with Ecclestone Financial. I have the peace of mind that if something awful were to happen, that at least from a financial standpoint, that there would be nothing to worry about.

Dana T.

Both my wife and I have varying schedules, and 2 year old twins. This usually makes appointments and meetings very difficult to set up. Bryan is always willing to work with us, and find the time to meet when we need his services.
He is very knowledgeable, honest and sincere. Without a doubt, my wife and I have complete trust in Bryan to assist us and our children with our financial futures and freedoms.

Brad & Liz T.

I was very impressed with Bryan’s professional attitude. He reviewed our financial statements and found a few different ways to save us money every month.
In addition, Bryan knew we have a young son and showed us ways that we could invest for his education and future. He gave us information on different options that I didn’t know were available. With the money he has saved us every month we are able to redirect the saving into planning for our son’s future. Thanks Bryan!

Sarah & Jeff J.

Bryan provides a personalized service. He’s very helpful, reachable and easy to deal with. I would recommend him as a family financial advisor to keep for a long term to help you build a family legacy.

Isabel H.

Bryan, as a satisfied customer of your financial services business, we would like to thank you for patiently advising us as we plan for our future financial security. As you are very aware, one of us tends to ask lots of questions but we take great comfort knowing you always provide honest and informed answers.
We appreciate your friendly customer service and trust you take care of our investments especially when you contact us immediately if an investment is not doing so well so we have the opportunity to move it before incurring much loss. We always enjoy our meetings with you and highly recommend you to anyone wanting advice on investment and insurance planning.

Rhonda & Richard H.

Bryan is excellent. He looks at your financial situation to see which products or services he’s able to provide you. Bryan has a no pressure attitude with his clients, which is great as this allows you to think about what you would like/not like to do before you agree to any product or service he may have offered you.

Susan L.

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Our Services

Providing customized advice for Personal and Business financial Solutions


Investment Solutions

Wherever you are on your unique financial journey, we provide investment products for Canadians to cover all stages. We will give you the strategies and tools to save, invest and grow your wealth based on your priorities now and as they change over time.

  • TFSA (Tax Free Savings Accounts)
  • RRSP (Registered Retirement Savings Plan) / RRIF (Registered Retirement Income Fund)
  • RESP (Registered Educational Savings Plan) 
  • Non-Registered Investment Accounts

Contact us for more information    

Learn move about the basics of investing from GOC

Insurance Solutions

Help protect your financial security, provide for your loved ones, cover your mortgage and save money on routine, emergency and travel health expenses. We offer peace of mind with educated advice and expertise.

  • Life Insurance
  • Critical Illness Insurance
  • Travel Insurance
  • Disability Insurance 
  • Health Insurance

Apply online for insurance  

Learn more about Insurance from FSCO 

Estate & Wealth Transfer Solutions

Take steps to protect, save and grow your wealth. You’ve worked hard to build significant assets for yourself and your family — assets you want to protect, grow and pass on.

  • Manage your banking and investments with personalized services tailored to your needs
  • Take an integrated approach with teams of tax, estate, accounting and legal experts working for you
  • Develop and implement wealth management strategies based on your goals

Try these Estate Planning Tools

Group Solutions

Find a simple, cost effective and tax efficient plan based on the size of your business and your plan members’ needs.  Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness.

  • Group Benefits & Group Retirement
  • Private Health Services Plan
  • Group Insurance Plans
  • Deferred Profit Sharing Plans (DPSPs)
  • Registered Pension Plans
Contact us for more information   

Banking Solutions

(Personal and Business – Canadian and US)

Advantage Account

Advantage Account is a high-interest savings account that offers a high interest rate and gives you the features and flexibility of a chequing account – all in one account. With online and telephone transfers, pre-authorized chequing and bill payments, and debit card access, you can access your money when and where you need it.  

Making deposits into your Advantage Account is free, and withdrawals are free when your balance is $1,000 or more at the time of transaction. 

Contact us for more information    

Open your Advantage Bank Account

Keep in Touch.

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