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Your Life - Real Solutions

Why work with us?

Our team mission is to establish a personal trust relationship with clients through integrity, honesty and client-centred service excellence.

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Who are we?​
 

Advisor, Rob Elder, will help you build a personalized financial security plan. Financial security planning is about more than just retirement planning; it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.

Products & Services

We’ll help you make sure the financial security products you purchase address your specific needs, whether you’re planning for your retirement, saving for your child’s education or starting your own business. We have access to a broad range of insurance, investment and retirement income solutions to help you achieve your goals.

Investments

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Whether you're saving for your child’s education, planning a vacation, building a nest-egg or managing your finances during retirement, we can help you create an investment portfolio that fits your needs. 

Insurance

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We can help you choose insurance to reduce financial risk to you and your family.

Business Benefits & Insurance

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You’ve worked hard to build your business; we want to help you improve and protect it. Whether you’re starting a new venture or maintaining a successful one, we can help you address your needs.

Contact Us

2075 16th Ave East, Owen Sound, ON N4K 6G1

info@engagedfinancial.com

p: 519-371-7066

f: 519-371-6633

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The information on this website is intended for residents of Ontario only.

* The use of e-mail is not a secure medium and personal information should be transmitted by more secure means.

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Click here to view legal, copyright and trademark information.

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Engaged Financial is affiliated with Canada Life.

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Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design
are trademarks of Quadrus Investment Services Ltd. - Opens in a new window Used with permission.

Insurance products, including segregated fund policies are offered through Engaged Financial,
and Investment Representative, Rob Elder, offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.

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