Ecclestone Financial Group

About

Independent financial planning firm specializing in retirement plans money management and multi-generational planning.

Story

Our History Founded by Ted Ecclestone, Ecclestone Financial Group Inc. has been providing quality financial advice to their clients since 1990; EFG Inc. 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 Inc. In 1998, EFG Inc. 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 Inc. and each change improves the processes and systems of operation. The continuing goal at EFG Inc. 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. Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products are offered through Ecclestone Financial Group Inc. http://www.manulifesecurities.ca/disclaimers/

Products

Insurance
Investments
Banking
Employee Benefits
Group Retirement Savings