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335 Wilson Street E, Ancaster, ON L9G 2C1
PHONE: 905-648-9933

Financial Professionals

The Advisors at the Ancaster Financial Centre pride themselves on offering simple solutions to often complicated insurance, investment, retirement, estate planning, and tax planning problems.

They work collaboratively with their clients and their clients’ own professional advisors to tailor needs-based solutions to better equip them to prosper no matter what life throws at them. 

Business Owners and Professionals

Looking for information about Employee Benefits? Group RSP’s and Pensions? Individual Pension Plans? Tax Free Corporate Estate Transfer? Look no further — our Professionals can help you. 

Individuals and
Families

How much life insurance do you really need? What type? What is the difference between Disability Insurance and Critical Illness Insurance? We have the answers. 

Tax
Planning

Are you tired of paying too much tax on your investments? Do you want CRA to be a beneficiary of your estate? Do you have cash stranded in a Holding Company? These are but a few of the tax matters we can help with. 

Estate
Planning

How do I keep the cottage in the family? What about the family business? What is the best way to pass money to my beneficiaries? How do I avoid making CRA one of my beneficiaries? These are important issues — talk to us, we know the answers.

Retirement
Planning

How much do I need to save? What interest rate do I need to earn? What should I invest in? What is the retirement risk zone? If you would like the answers please contact us. 

Post-Retirement
Planning

How much can I spend each year so I don’t run out of money? How do I minimize risk and protect my capital from market downturns? Which assets should I spend first? 

Bruce Youngblud

Bruce is a well-known financial educator in the Hamilton area. He has over 15 years experience as a financial planner and is an active member of the Hamilton Chamber of Commerce.
Since 1995 Bruce has been teaching investors ago 50+ how to preserve their assets and increase their income.

"My mother died when my sister and I were young. That made my sister the de facto head of the kitchen and household. I became the grocery shopper and cleaning staff while our dad was at work.

I can't say that we were destitute, but during the 3 years that it took for the cancer to kill our mother we certainly would have been better off had Critical Illness coverage existed to pay for the trips to St. Mike's Hospital in Toronto and medical expenses not covered at the time."

A long time resident of Dundas, Bruce is an active member of the Burlington Welsh Male Choir and the Dundas Valley Golf and Curling Club.

Paul Ferguson

Paul Ferguson (CFP, CGA) has over 15 years experience as a financial planner and advisor, most extensively in group benefits.

Paul Ferguson was the Vice President of Columbia Chemicals Inc., Controller of St. Lawrence Cement, and he sits on the Mississauga Community Living Board.

Paul is very active in the community and does extensive charity work with The Mark Preece House, Theatre Aquarius, Dundas Valley School of Art, Mississauga Community Living, and has helped raise hundreds of thousands of dollars for them.

Paul has had several close friends and family suffer with critical illness and undergo treatment such as radiation due to cancer.

No Offer or Advice
This is not investment advice or a recommendation to invest. 
You should seek professional advice prior to investing as individual financial situations are different. 

Please read the disclaimer