Financial Advice you can trust.
Specializing in assisting clients without a pension plan through their place of work.
I am a Financial Advisor based in Peterborough Ontario since 1990. The services I offer my clients include Wealth Management, Retirement Income Planning, Estate Planning, Pension Planning, Insurance Planning, Group Benefits and Charitable Planned Giving.
The products I offer include segregated funds, mutual funds, life insurance, critical illness and disability insurance, annuities (including Variable annuities or GMWBs), mortgages (through referral), Health and Dental plans, Travel insurance and Emergency Medical Insurance for Visitors to Canada... Read More...
CFP Financial Advisor, Manulife Securities Incorporated Life Insurance Advisor, Manulife Securities Insurance Inc.
Address: 175 George Street North, Peterborough, Ontario, CA K9J 3G6
Business: (705) 874-9355
Fax: (705) 874-9359