Your life. Your financial plan.

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.