Paton Financial Services Inc. - Sun Life

Steve Paton did an excellent job in reviewing and transferring my investments. He was transparent about his own investment strategies using clear language that I could understand as a health care professional who isn’t well versed in financial matters. He also allowed me to invite a family member to one of our Zoom meetings. He went over my retirement goals in detail and we explored my options, including pros and cons with respect to the timing of retirement. I feel more confident about my retirement plans and would definitely recommend Paton Financial Services to anyone approaching retirement.

We have been very happy with our experience dealing with Steve Paton. He has proven to be well experienced in his field and we have great confidence in entrusting our financial plans with him. Greatly recommend!

Paton Financial (Steve) took the time to explain everything in detail when I had questions. He relived my mind from worry in many ways. I would highly recommend them.