Helping You Achieve Your Financial Planning and Insurance Goals in Peterborough and area.

Insurance:

With over 20 years of industry experience we help people make insurance and investment decisions in which they have complete confidence and security by understanding their goals and objectives and providing the solutions with which to achieve them.

 

By establishing a positive long term relationships with you based on trust, respect, integrity and commitment,  we will never fail to deliver prompt, accurate, reliable services.

 

We commit ourselves to providing the top products in the market place and the most competitive prices.

 

Investments:

Financial planning is more than just numbers: it’s the people and dreams behind the figures that matter the most. As an Assante Financial Advisor I can help you gain peace of mind and achieve your dreams and goals for the future, whether it’s a worry-free retirement, planning a business, sending children to college, fulfilling a lifelong ambition or leaving a legacy to your loved ones or a cherished cause.

 

Managing your wealth can be complex and time-consuming.

I can help by simplifying your life by addressing all aspects of your financial well-being from Investments and Insurance to Tax and Estate planning. Supported by a team of professionals, including lawyers, tax accountants and financial analysts, I can help you make the right decision about your wealth and help you build the future you desire. “I use a managed money approach.”

 

I apply my 10 years of experience to design a strategy for each client. I find the right investments for my client's needs throughout the different stages in their lives. If you are looking for a second opinion or financial solutions that will enhance your life, then please contact me for a confidential consultation.

 

 

You can depend on us!