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

The Ins and Outs of Banking Online

John Ponto |
In a few short years, it seems as though the banking industry has revolutionized. It is now easier (and more convenient than ever) to tend to your banking needs, all from the comforts of your pyjamas. Gone are the notions of banking hours, and the never ending lineups when you want to deposit your paycheque. However, if you’re anything like my parents, some of the newer online banking options seem a little too good to...

Millennials Need Financial Advice Too

John Ponto |
Millennials get a lot of flak from the baby boomers and Gen X, but the truth of the matter is millennials are some of the most driven individuals when it comes to investing. Most millennials work hard and are looking for financial advice on how to save and get ahead in a seemingly volatile market. So, naturally, millennials need financial advice too, and here is why. Financial Literacy Although many millennials are aware of the...