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

How to Pay Off Your Debt

John Ponto |
Let’s talk about the elephant in the room that gets swept under the rug all too often when discussing our finances: personal debt. Our bills for borrowing can suddenly rack up as we establish new lines of credit and loans. A 2017 poll conducted by Ipsos noted that Canadians with any amount of debt averaged $15,473 of consumer debt 1 . That is a scary number considering the recent spike in interest rates 2 ....

How to Make Passive Income

John Ponto |
Human beings spend on average 229,961 hours in our lifetime fast asleep. Imagine how much money we could have made with all of this time at our disposal! Well, sleeping and generating income may not be mutually exclusive. Many of the most successful people in the world generate passive income to accommodate money earned during regular work hours. Passive income is considered earnings in which a person is not actively involved. However, in many cases...