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Other Investments

Investments with Jeff Ponting

Choosing the right investments is important not just for your current finances, but also for your future financial health and lifetime wealth management.

 

At the Ponting Financial Group, we never forget the crucial element in your investment portfolio; you. After all, it's your money and your life goals it needs to support.

 

  • So, we partner with you to discover what you want from life and various ways to finance it.
  • We'll discuss what your financial situation is now, and your current commitments in terms of family and business.
  • We'll look ahead to what you want your future to look like, whether it's early retirement or a long working life, business growth or succession planning.

 

Only when we have a complete picture will we start to talk about investing.

 

  • We'll discuss your comfort with varying levels of risk, check the health and performance of your existing investments and pensions.
  • We'll then devise a plan that provides the best balance for your current and future life goals.
  • Of course, if you just want help buying stocks and shares (equities), or investing in any variety of managed investment funds, we are more than happy to help you make informed decisions.

 

How Jeff can help

Call us and make an appointment to enjoy our professional help, expertise and independent, impartial advice. Jeff always says it’s the most important step you can take towards planning your financial future!

 

Call us on 519-485-5801

Find Us

Get in Touch

7 St. Andrew Street

Ingersoll, Ontario

N5C 1K6 Canada

 

footer phone icon Phone: 1-519-485-5801
footer fax icon Fax: 1-519-425-1207
footer phone icon Toll Free: 1-800-565-5444
footer email icon E-mail: info@pontingfg.ca 


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