About Vision Financial

Vision Financial Services was founded in 1990 by Fred Morris as a tax preparation service. Since then, our services have expanded to include small business bookkeeping, financial and estate planning, and personal life, disability, critical illness and group insurance plans. Located in downtown Fergus, we now provide clients across Southwestern Ontario with trusted financial advice.

Vision Financial Services is committed to helping you build your own customized financial plan. Our advisors take the time to get to know you and your unique financial goals. With sound, expert advice we help you discover and take practical steps towards your goals.

Are you saving for your first house? Planning for your retirement? Saving for your children’s education? Paying off debt? Let us help you get there!

As Certified Financial Planners We Offer:

  • Investment Advice (i.e. RRSPs, TFSAs, RESPs, GICs and other investment plans for your needs)
  • Holistic Financial Planning (e.g. retirement and estate planning)
  • Insurance Plans (life, living benefits and group)
  • Expert Tax Preparation
  • Small Business Bookkeeping