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!
As I was involved many years ago in Ted's entry into the financial Services Industry I have watched with great pleasure, pride and enjoyment as he has progressed from a single person operation into a multi person organization offering a variety of complex financial products. Ted was raised and imbued with the wonderful values of honesty, truthfulness, -- a propensity for hard work, all wrapped within an intelligent, and great personality. He has inculcated those same fine qualities into his staff with the result being the best Financial Services operation in the Fergus -Elora area.Pat R.
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.
Allan listened to what I wanted and then put together a strategy, that even I understood, to achieve it. I'm now much more confident in how the future will unfold.Jason F.
There is no group more serious about what they do. Yet they accomplish this with kindness, patience and lots of humour too. They have ongoing seminars to help educate you. They are open to calls and questions at any time. We have known Ted for years but its not just about him. He has put together a team that shares his mandate. We are comfortable dealing with anyone in that office. We recommend this company without the slightest hesitation.Ellen R.
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
My sister and brother in law recommended Ted because they have had such a great experience with him. I recently switched my RRSP's from an investment group and my TFSA from a green bank over to Ecclestone Financial Group. I am very happy with the service from Ted and his staff. It only took a couple of visits to Fergus and everything was looked after. I was doing nothing but losing money from the previous companies and so far, I am having returns already. Ted is a very down to earth person and I can honestly say that you will not regret having him look after your financial needs.Brian N.
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.
Our experience as a family with Ecclestone Financial Group started when we watched how Ted and all of his team took such good care of our Mom! They treated her with respect and dignity and even would give her rides back to her home on occasion after Mom was unable to drive. This excellent service has continued with my husband and me and several family members. They don’t give us rides home, but they certainly take care of our financial needs meticulously and treat us like one of the family!Faye L.
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.