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Financial Advice You Can Trust
Specializing in assisting clients without a pension plan through their place of work.
Since 1990, Eileen has been taking the time to get to know her clients, and provide exceptional, educated advice in Wealth Management, Retirement Income Planning, Estate Planning, Pension Planning, Insurance Planning, Group Benefits and Charitable Planned Giving in the Peterborough area including Cobourg, Lindsay, Bobcaygeon, Bancroft and Campbellford areas.
Eileen works with you to build a financial strategy and retirement plan that focuses on what you want to do, when you want to do it, what it will cost and when you can likely afford it. This process allows her clients to be more relaxed, in control, confident and it brings them peace of mind.