Welcome...

Your financial future is the reason we exist. You work hard and want to ensure that your wealth grows. Your financial advisor 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 advising 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 […]

  • My husband John and I chose to work with Shirley many years ago. Shirley was very knowledgeable and honest […]

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

Mutual Funds provided through FundEX Investments Inc.

Contact Us

519-389-9601

1-877-789-9601

519-389-9622

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