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A Rich History

Founded by Ted Ecclestone, Ecclestone Financial Group has been providing quality financial advice to their clients since 1990; EFG was incorporated in 1994. Our major business at that time included life insurance to protect mortgages and clients 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 EFG.  In 1998, EFG moved to its current location in Fergus, Ontario. A beautiful two-storey red brick home was graciously converted into office space, combining business efficiency with a warm, comfortable atmosphere.  Over the years there have been changes at EFG and each change improves the processes and systems of operation. 

The continuing goal at EFG is to provide clients with top quality resources and tools that enable them to make the best possible financial planning decisions and achieve their own personal financial success. Call or drop by our office and see how we can be of service to you.

Ted Ecclestone Photo

Ted Ecclestone

Financial Advisor - Manulife Securities Incorporated
Insurance Representative - Ecclestone Financial Group

Born and raised in Fergus, Ontario, Ted Ecclestone has always been involved in the business of people, and entered the insurance business in 1990. Over the years, Ted has been involved in numerous volunteer activities in the Fergus area including:

  • Groves Memorial Hospital Community Foundation, CT Fundraising Chair
  • Groves Memorial Hospital Community Foundation, Foundation Chair (2006-2008)
  • Groves Memorial Hospital Community Foundation, Charter Member since 2002
  • Fergus Elora Rotary Club and Rotary Foundation Member since 1993
  • Fegus Fall Fair Committee (1978-2005)
  • President’s Award, Centre Wellington Awards of Excellence (2009)
  • Business Beautification Award, Centre Wellington Awards of Excellence (2011)

He is also proud to support many Centre Wellington junior and senior minor sports teams.

Professionally, Ted has been a member if the Million Dollar Round Table Honour Roll for 15 years.
This esteemed honour is given to the truly elite leaders, mentors, and role models of the Premier Association
of Financial Professionals – and international club representing the insurance industry’s top six percent of professionals in the world.

Ted is also a 5 Star Master Builder with Manulife. Membership in this group acknowledges the
exceptional producers that have made substantial contributions ot the Company’s development and expansion.

Bryan Paul Photo

Bryan Paul

Financial Advisor - Manulife Securities Incorporated
Insurance Representative - Ecclestone Financial Group Inc.

Bryan joined Ecclestone Financial Group Inc. at the beginning of 2013, but has been an advisor since 2009. He was born and raised locally and currently resides with his wife and two children in Fergus. He is an active member of the local community and is excited to have been given the opportunity to work in his home town, closer to his family and friends.

Bryan obtained his BA at the University of Guelph in 2004 and worked in a few different industries before becoming an advisor. He is accepting new clients and especially enjoys helping young families start a solid financial foundation. Through education and an explanation of all available options during the process, he makes sure that the client’s goals are the top priority. He also acts as a Broker in regards to Employee Benefits, with a focus on small business of one employee and up.

If you have any questions at any time, or would like to set up an appointment to start a new plan or get a second opinion, do not hesitate to contact Bryan at the office. He is always happy to help!

Allan Hons Photo

Allan Hons

Insurance Representative - Ecclestone Financial Group

Allan is a life-long resident of Centre Wellington and has known Ted since childhood, so when the chance came up to join Ted at EFG, Allan accepted  without reservation starting in January 2018.  Assisting families and small businesses since 2010, Allan has developed a reputation as a “quiet advisor”, taking the time to listen and to fully understand his clients before offering any advice on a way forward.  He looks forward to partnering with the great team at Ecclestone Financial Group to help build financially secure families right here in Centre Wellington.

When not at the office Allan spends his time keeping his two daughters and chocolate lab out of trouble with the help of his wife Keri, a teacher at Alma Public School.  If time allows you can also find Allan at the curling club in winter or the ball diamond in summer, as well as being actively involved in local politics, having run twice in municipal elections.

Kevin Herder Photo

Kevin Herder

Financial Advisor Associate - Manulife Securities Incorporated
Marketing Assistant - Ecclestone Financial Group

Kevin has been with Ecclestone Financial Group since 2003 and is a graduate of the General Business Program at Conestoga College, Kitchener. He is actively involved in the day to day servicing of all of our clients needsand is able to assist you with all your investment and insurance needs. He enjoys playing baseball but also enjoys any outdoor activity and spending time with his family and has a hobby for woodworking. A native of the Fergus area, Kevin currently resides in Ariss.

Trish Rozendal Photo

Trish Rozendal

Financial Advisor Associate - Manulife Securities Incorporated

Trish started with Ecclestone Financial Group Inc. in August, 2011. As an assistant with over 20 years experience in the financial services industry, Trish is able to assist you with all your investment and insurance needs. Living in Guelph and married 20 years, she is looking forward to watching her grandchildren grow up.

Sherri Hodder Photo

Sherri Hodder

Client Services Assistant - Manulife Securities Incorporated

Sherri Hodder joined Ecclestone Financial Group in the summer of 2016. Having been born and raised in Fergus, she is thrilled to be working close to home. Sherri loves interacting with people and is the friendly face that you will see when first visiting Ecclestone Financial Group. She currently resides in the community with her husband and two sons. Away from the office Sherri loves spending time with family and friends and travelling. She can often be found cheering on her boys at their hockey, baseball and lacrosse games.

Call 519.843.5110