3 Best Financial Services in Huntsville, ON

Expert-recommended Top 3 Financial Services in Huntsville, ON. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

4+ YEARS IN TBR
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UNITY GROUP FINANCIAL

37 Selkirk Drive,
Huntsville, ON P1H 0C5 Directions

Specialty:

Wealth Transition and Estate Planning Investments Insurance Benefits Defined Contribution Pension Deferred Profit Sharing Plan Group Registered Retirement Savings Plan Mortgages

Unity Group Financial partner and investment representative at the firm is Ed Schnurr. By understanding your personal goals and dreams, the team at Unity Group Financial can thoroughly analyze your situation, identify gaps, and ensure you're making the best decisions for your future. With a combined 70 years of experience, Unity Group Financial takes pride in providing exceptional financial advice to hundreds of people across Ontario. Their approach is not just about numbers but about truly getting to know you and your aspirations. Whether planning for retirement, managing investments, or just starting to save, Unity Group Financial is dedicated to helping you achieve your financial dreams confidently and clearly.

2025 Update: Unity Group Financial also has offices in Barrie and Midland.

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License #758914527

Contact:

(705) 789-5925 (800) 287-8844

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

3+ YEARS IN TBR
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PATON FINANCIAL SERVICES INC.

SUN LIFE 11 Main Street West, Unit 2,
Huntsville, ON P1H 2C5 Directions

Since 2019

Specialty:

RRIF (Registered Retirement Income Fund) LIF (Life Income Fund) RRSP (Registered Retirement Savings Plan) TFSA (Tax-Free Savings Account) RESPs (Registered Education Savings Plan) GICs (Guaranteed Investment Product) Mutual Funds Segregated Funds LIRA (Locked-in Retirement Account) FHSA Personal and Family Health Insurance Disability Insurance Critical Illness Insurance Travel Insurance Dental Insurance Long-Term Care Insurance Life Insurance Products Whole Life Insurance Participating Life Insurance Term Life Insurance Permanent Life Insurance Universal Life Insurance Saving Budgeting and Investing

Paton Financial Services Inc.-Sun Life is led by President Steve Paton. As a financial planner, he enjoys working with many people in Huntsville and the surrounding areas. Before becoming an advisor, he worked in various roles within a family business. Steve is proud to hold the Certified Financial Planner® designation, the most widely recognized financial planning certification worldwide. At Paton Financial Services Inc., they are passionate about helping clients. They work together to create a financial plan and take actionable steps. They love seeing a client's face light up when they realize what's possible. You can contact them today to discuss how they can help you achieve financial security.

2025 Update: Paton Financial Services Inc.-Sun Life is a multi-generational firm focused on helping clients achieve their financial goals. Their holistic approach to planning helps their clients bring all the moving parts together to give them a clear view of their financial picture and empowers them to make informed decisions.

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License #2497100

Contact:

(705) 789-5246

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Huntsville financial service Assante Capital Management Ltd.
Huntsville financial service Assante Capital Management Ltd.
5+ YEARS IN TBR
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ASSANTE CAPITAL MANAGEMENT LTD.

395 Centre Street North, #300,
Huntsville, ON P1H 2P5 Directions

Since 1995

Specialty:

Investment Services and Strategies Risk Management Insurance and Tax Planning Estate and Retirement Planning and Charitable Giving

Assante Capital Management Ltd.'s advisors are prepared to make informed financial decisions about your complete wealth management from retirement to estate planning. Their comprehensive approach considers each piece of your financial situation to solve the puzzle of building and preserving wealth. Their advisors understand your financial needs, help you plan for retirement, and save for your family's future. They also assist you in defining and prioritizing your goals and building a comprehensive wealth plan to help you achieve them.

2025 Update: They work with you to develop a personalized wealth management strategy to meet all your financial milestones.

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Contact:

(705) 789-0113 (866) 645-4447

Mon-Fri: 8:30am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

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