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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.
Meet Eileen
With over 30 years of industry experience, Eileen prides herself in offering sound, honest, financial advice based on education, knowledge and experience.
Services & Solutions
Whatever your stage in life, Eileen can help you feel financially assured with a variety of financial products and services to meet your specific needs.
Client Resources
Your financial life doesn’t have to be complicated. Bookmark this helpful page for your one-stop-shop for your financial tools and Resources.
"...[Eileen] has the ability to explain complicated details in simple understandable terms." ~ Mike & Rhonda
Contact Eileen today to get started See what Eileen's Clients have to say!
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