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

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

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

  • For the past twenty years, Underwood Financial has worked diligently to guide our entire family to attain […]

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