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Paul Ferguson

Paul is a Certified Financial Planner in Ancaster, Ontario with over 35 years of experience in the financial industry. He specializes in individual financial planning and insurance as well as employee group benefits for small and medium sized businesses.

 

As your personal financial planner, Paul will work with you to help you achieve your short-term and long-term financial goals. 

If you have a small to medium sized business, Paul will help you manage your employee benefits to balance employee satisfaction and the bottom line.

 

Why use a Financial Advisor?

A financial advisor is your partner in your financial journey.


They are your planning partner and will work with you to figure out what decisions you need to make, what you should to invest in or what insurance you need to buy to achieve your financial goals and set yourself up for the financial future you desire and deserve. They will also help you plan for changes in your plan as your lifestyle and lifecycle changes.


They are also your education partner to provide you with the knowledge you need to make the correct choices for your financial goals. They stay current on market news and changes in your investments to provide you with recommendations that will keep you on the right track towards your goals.


As your financial planner, Paul not only provides answers to the questions you may have about your investments or insurance, he will work with you to make sure the right questions are asked and you are making the correct decisions, no matter where you are in your financial journey.

Services

Insurance

Long-Term Disability Insurance
Life Insurance
Critical Illness Insurance
Long-Term Care Insurance

Investments

Segregated Funds
Guaranteed Investment Certificates
Registered Retirement Savings Plans
Tax-Free Savings Accounts

Employee Group Benefits

Long-Term Disability
Life Insurance
Health & Dental Plans
Group Pension Plans