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Financial Planning Matters

​Manage financial challenges. Prevent future stress. Reach your financial goals.

Financial wellness is an important part of our everyday lives and contributes to our overall well-being. When you partner with one of our investment advisors, you’ll have someone dedicated to helping you understand financial concepts, gain insights and implement planning strategies to strengthen your financial future.

In the meantime, here are some quick reads to get you up to speed.

This content is for informational purposes only.

November Wealth Seminars

Join us for free, professional advice to help you better understand Wills, Power of Attorney and the role of an Executor. 

As November is 'Make a Will' month, Pat Van Meerbergen from Concentra will be joining FirstOntario Investment Specialists across our regions to help you find your way to wealth.

  • November 5 at 6PM at the Simcoe branch (107 Queensway East) 
  • November 6 at 6PM at the Cayuga branch (39 Talbot Street East)
  • November 12 at 6PM at the Thorold branch (35 Albert Street West)
  • November 13 at 6PM at the Centre on Barton branch in Hamilton (1299 Barton Street East)
  • November 19 at 6PM at the Upper Middle branch in Burlington (402 Upper Middle Road)

To register for one of these seminars, please contact or by visiting your local branch. Sign up today as space is limited!

Connect with us

Book an appointment or call us at 1-800-616-8878