Jeff Ponting

Financial Security Advisor
Investment Representative

Jeff began his financial planning career in 2005, and has continually upgraded his designations through professional development. Jeff is committed to continuing education. He is currently studying for his Certified Financial Planning designation (CFP). Jeff is a member of Advocis, and Registered Deposit Brokers Association.

Your local financial advisor for investment, insurance, pensions, retirement planning and personal income tax

  • Want to plan for your retirement but don't know how?
  • Looking for professional, independent investment advice?
  • Need help with estate planning, pensions or income tax?

Jeff is here to help.

Personal finance can be complex and difficult to manage on your own. Jeff's aim is to provide you with the help and advice you need to sort out the 'financial big four':

  • Investments
  • Insurance
  • Retirement Planning and Pensions
  • Income tax

Financial planning with a friendly face

Whether you're approaching retirement, starting out in your career, or looking to protect you and your family, Jeff Ponting and his expert team of financial advisors in Ingersoll can help.

Jeff is head of the Ponting Financial Group, and he has extensive experience and expertise in wealth management and retirement planning. He's an expert in taking a good, hard look at personal finances, to identify areas that are working well for you, and others that need improvement. He and his team can also spot the gaps, and suggest ways to help you resolve them.

Together, they'll devise a bespoke financial plan tailored to your current and future goals, to give you the lifestyle you want based on the finances you have.

  • Term Life Insurance
  • Permanent Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Travel Insurance
  • RRSPs
  • RRIFs
  • TFSAs
  • RESPs
  • LIRAs
  • Other Investments
  • Mortgages

Insurance services that work for you

Jeff also offers professional insurance advice, providing cover for those moments when life throws you a curve ball. Rest assured, at Ponting Financial Group, we won't just sell you insurance polices or products; we look at what cover you require, at what level, and create a portfolio that's tailored to your individual requirements.

Call us for professional, independent advice.

Recent Posts

Your money is safe in Canadian banks

Mar 17, 2023 - Canada Life

Recent news of bank failures in the U.S. may be making you nervous. Banking failures are extremely rare in Canada and customers are protected...

Read more

4 tips for managing finances with roommates

Mar 15, 2023 - Canada Life

Housing is expensive, and you can make your money go further when you share costs. Here are some tips to help you manage household finances with roommates....

Read more

Understanding the gender pension gap

Mar 08, 2023 - Canada Life

The gender pension gap means that women are at an increased risk of living in poverty in old age...

Read more