Life is filled with Financial Decisions.
We help you make the right ones.
We educate and help guide you in making intelligent financial decisions through life’s major milestones—from getting married and starting a family, to budgeting and making major purchases, to career and income transitions, to preparing for retirement and beyond.


Peter Galopoulos, CFP®
Financial Planner
Peter is a CERTIFIED FINANCIAL PLANNER® professional who takes an education-first approach with every client. He is dedicated to helping his clients reduce taxes, invest smarter, protect their income, and retire confidently.
He specializes in retirement planning, investments, life insurance, and tax optimization. Peter works both virtually and in-person with clients across Ontario to help them reach their financial goals.
When he’s not perfecting financial plans, you can find Peter spending time with his wife and son, going for hikes, or listening to podcasts and audiobooks.
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Free Resources
E-Books, Guides, and More Tools
Take action for your financial future with these resources.
Budgeting Worksheet [FREE TOOL]
Are You Retirement Ready? [CHECKLIST]
Figure Out Your FIN [FREE CONSULT]
Imagine being so financially liberated that you never had to work another day in your life? How much money would you need? How long would that take? We can help you calculate your Financial Independence Number (FIN)!
Life Insurance Calculator [FREE QUOTE]
Schedule your complimentary appointment to discover the plan that’s best for you and receive a no obligation quote. It’s a quick and easy way to take the first step toward ensuring financial stability for your loved ones.
10 Things Everyone Should Do For Financial Success [FREE GUIDE]
Your Money is Personal...
Your financial program should be, too. We will be by your side to create a customized, actionable financial game plan, set up systems to make your life easier and help you reach your goals in life FASTER.
Schedule your Free, No Obligation Consultation
Services
Retirement & Investing

Life Insurance
You are your family’s most valuable asset, which makes life insurance the foundation of your financial house. We proudly offer term life insurance, giving families the coverage they need at a price they can afford.

Mortgages
Whether you’re a first-time homebuyer, looking to renew or refinance your mortgage, or purchase a vacation property, let us simplify the whole process of getting the right mortgage for you! We work for you, not the banks, and provide unbiased guidance in your mortgage decision. We work with over 60 lenders (some offered exclusively through brokers) so you have the choice, convenience and great counsel that you deserve!
Small Business Solutions
Whether you’re looking for a group health benefits and/or savings programs for your employees, or an individual retirement plan for you—the owner, we can help! We’ll guide you through the process of selecting the program options best suited for your business to attract and retain key team members, while also securing your own financial future.

Workshops & Webinars
We believe that financial success begins with education—because when you know better, you can do better! We can provide FREE financial workshops at your company, school, church or organization and cover a variety of topics.
Testimonials
Testimonials