Father & Son Financial
Father & Son Financial is a family-run financial advisory and insurance firm in Sarnia-Lambton serving families, farmers, and business owners since 1987. They provide life, health, travel, and farm-specific insurance along with retirement and investment planning such as RRSPs and FHSAs. The firm also offers coordinated estate and farm succession planning, wills, and related tax-aware advice to help protect family and farm legacies. They emphasize integrated, personalized planning to align insurance, tax strategies, and succession steps for local clients.
🕰️ Organization Hours:
Last updated on Feb 6th, 2026
Recent Activity
Client testimonial and firm message
Father & Son Financial posts a five star testimonial thanking Lindsay and highlighting a client centered approach to financial planning, insurance, and investing. The firm emphasizes clear explanations and helping clients make confident decisions, with local tags for Sarnia Lambton and Lambton County.
Share Update
Canada Education Savings Grant details
The Canada Education Savings Grant provides a 20 percent match on the first $2,500 contributed to an RESP each year, delivering up to $500 annually and up to $7,200 over a child’s lifetime. Father & Son Financial highlights this government program as a simple way to boost education savings by making regular RESP contributions.
Share Update
Financial planning advice for new parents
Father & Son Financial shares a short reminder that becoming a parent is an ideal time to update your financial plan, offering help to align budgeting, savings, and protection with growing family needs. Published July 3, 2026, the firm invites new and expecting parents to reach out to start a conversation about tailored next steps.
Share Update
Request for Google Reviews
Father & Son Financial is asking clients to leave a Google review to help others find trusted advice on retirement planning, investments, insurance, or building a financial plan. The June 29 post thanks clients for their support and highlights community impact through hashtags like #SupportLocal and #ClientExperience.
Share Update
Succession planning appeal for family farms
Father & Son Financial urges Ontario and Canadian family farmers to start succession planning now to protect their farm legacy, reduce uncertainty, and minimize taxes. The post emphasizes practical benefits and invites farmers to reach out to Father & Son Financial to get started.
Share Update
FHSA savings encouragement post
Father & Son Financial encourages steady FHSA contributions as a practical way to build toward homeownership while capturing tax benefits. The short, friendly post invites readers to discuss how an FHSA could fit into their personal savings plan, and links the advice to common Canadian home buying goals.
Share Update
Farm Loan Life Insurance savings
Father & Son Financial posted a targeted message for farmers offering savings on Farm Loan Life Insurance and encouraging interested growers to reach out today. The short social post highlights potential savings and directs farmers to contact the firm for details.
Share Update
Promotional post about wealth components
Father & Son Financial posted that wealth is more than investments, it includes insurance, taxes, and planning working together to protect your family. The firm offers to help assemble those components with an emphasis on retirement and succession planning.
Share Update
Giveaway winner announcement
Father & Son Financial announced on 2026-03-10 that Rebecca Krall won three prizes connected to two local businesses, Transform Fitness and The Lazy Wave Coffee Collective. The post thanks participants and invites the community to check out those local spots.
Share Update
Spring giveaway with local coffee shop and gym
Father & Son Financial is running a spring giveaway with The Lazy Wave Coffee Collective and Transform Fitness, giving away a $50 coffee gift card and a one month gym membership for the winner and a friend. To enter, follow the three tagged businesses, like the post, and tag your coffee date or workout buddy; winners are announced Monday, March 9, 2026.
