Your financial future is the reason we exist. You work hard and want to ensure that your wealth grows. Your financial planner should give you the confidence to know that you’re on the right path to enjoy your life....your way.

Based in Southampton, we are a financial planning office that serves clients in Saugeen Shores, Grey and Bruce counties, across Ontario and Alberta. Our focus is on clients first: we help them prepare for major life events -- job changes, higher education, retirement, business development, estate needs and everything in between. We prefer to work with clients who are focused on increasing their personal net worth.

Client Reviews

  • There is simply no better choice than Underwood Financial. Kristen and the team are literally like family to […]

  • I have been investing with Underwood Financial for the last 10 years. They have dramatically changed my life […]

  • I met Kristen a few years ago and my first impression of her was her honesty and kindness. My son suffers […]

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