Welcome

The many options in finding Financial Security

Saving for the future is a key goal in most of our lives. You need to take charge and make sure you are financially secure for your well-deserved retirement. The advisors at SurePath Group will help you take your first step in setting up a financially secure retirement. Our goal-based financial security planning approach helps you define your goals, analyze your situation and build a financial security plan designed to achieve your goals.

To help meet your financial security planning needs, we have access to a broad range of products to meet the diverse needs of individuals, families, professionals, business owners and employees.

Our Services

 

Group Benefits

Navigating your path to Employee Benefit Solutions
 

Investments

Making every dollar count

Team

John W. Ponto CFP®, CLU, CH.F.C.

Certified Financial Planner

As a Certified Financial Planner with 30 years of industry experience, my mission is to build a financial plan tailored...

Teighan Malloy CLU, CFP®, RRC

Certified Financial Planner

From a young age I loved working with money and developing a savings plan. Now, I get to help others with their...

Kaitlyn Boese RRC

Executive Assistant

As a Registered Retirement Consultant, I am eager to help you with your finance and insurance needs.  I see value in...

Lyndsay Hansen

Travel Insurance Manager

I enjoy playing a part in helping my client’s dreams of travel come true. With five years of experience in the travel...

Blogs

Financial Planning for Young Professionals

John Ponto |
You’re 25 and feeling alive. You’re settling into life after university, paying off your debts and slowly figuring how to “adult”. But with the responsibility of bills, rent, and even keeping up social appearances, prioritizing financial planning is something far too often pushed to the side.

Your Emergency Fund and You

John Ponto |
Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But folks, I’m sorry to say, sometimes storms roll in on the sunniest of days. And if I’m honest, the world is a bit of a scary place at the moment, with politics impacting the economic climate, and warmer temperatures affecting agriculture all around the world, the future is perhaps not as...