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Success Built on Trust

Working hard to turn your financial dreams into reality.

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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.

Retirement Planning

Whether your focus is travel, leisure, or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning.

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Estate Planning

By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones.

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Services & Solutions

Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs.

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