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.

About Us

After an 11-year career in law enforcement, I decided to take my skills and passion to serve and protect to the financial services industry. Working with families to help them make smart decisions with their money, become debt-free, properly protected and financially independent was a natural fit.

Taking an education-first approach with every client, I enjoy bringing simplicity to often complicated financial concepts. I believe in doing what is right for every individual and family, going beyond the numbers to make sure you feel empowered and confident in your decisions.

I work both virtually and in-person with clients across Ontario to help them navigate through big life changes and reach their goals. I hope you’ll reach out so we can talk and see how I can help you achieve freedom in your finances!

– Peter

Free Resources

The Financial House – Video

How strong is your Financial House? Watch this video to learn how you can build a rock solid financial house for those who are most important to you!

Want to Dive Deeper?

Learn the 7 Steps to Create a Clear Financial Vision

4 Steps to a Successful Spending Plan – Video

Watch this video and download the free spreadsheet below to start your own spending plan!

E-Books, Guides, and More Tools

The videos above are simple in theory, but they are so much more powerful in application. Take action  for your financial future with these additional resources.

How Money Works [FREE E-BOOK]

Budgeting Worksheet [FREE TOOL]

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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)!

Get Your FIN for Free

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.

Get Your No-obligation Quote

Marriage and Money [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

Time to make your money work for you! Whether you’re beginning your financial journey or planning to end your working days, we believe having a roadmap to get you from where you are to where you want to go is the key to reaching your desired destination. By using cutting-edge technology, proven investment strategies and behavioral coaching, we seek to help you design your wealth on your terms.

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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.

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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!

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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.

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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.

Learn More

Join the Team

Are you looking for more freedom and flexibility in your career? Or are you looking to earn some extra income part‐time?

Check out this video to learn more about how you can start a professional business that changes people’s lives financially.

or Book a Call to discuss opportunities

Testimonials

"I paid off my $32K debt in 23 months!"

I separated a little over 3 years ago and spent the first year of that separation building debt! I was introduced to Peter and Jessica and attended a financial workshop. I paid off my $32K debt in 23 months! The accountability helped me stay focused and now with 10 years to retirement, I am working on building wealth and a healthy retirement income. I’m happy to say I don’t have any debt, except my mortgage, and I have sinking funds growing for Christmas, Car, Dogs and Birthdays…all the expenses that put me in debt in the first place! Working with Pete and Jess has changed my family tree and I am forever grateful for their guidance!

– Suzanne Mair, Burlington, ON

"Their knowledge in the financial world is unbelievable, really."

Jessica and Peter have been absolutely wonderful to work with. They have not only done well with our finances, they are just always available to give you advice on the fly or sit down at your convenience for a more in-depth meeting. Their knowledge in the financial world is unbelievable, really. They are honest, open, and always looking out for YOUR best interest. I have had many members of my family to switch over to investing with them. They can do absolutely anything you need from RRSPs, TFSAs, investments, mortgages, insurance and more. Don’t hesitate. Call them now and have confidence that you will be in good hands. I also highly recommend their financial webinars they offer throughout the year!

– Gina Cabral, Erin, ON

"They truly care about their clients."

Working with Peter and Jessica has changed my financial life. I’m no longer haphazardly saving and spending with minimal goals and awareness. I have specific financial goals and a targeted plan that works towards achieving them. I’ve seen great progress in being able to budget better, build up a good size emergency fund, and even put the right amount of money aside for retirement. Peter and Jessica have provided me with a wealth of financial knowledge that I didn’t have before. Not only do they provide helpful and informative financial education, but they’re also available to answer questions anytime. I appreciate that they explain things in terms I can understand, and don’t overwhelm me with technical jargon. They really are teachers who are super passionate about sharing their incredible financial knowledge and expertise. They truly care about their clients. I trust them 100% when investing my money. I can’t say enough good things about them!

– Carina O., Toronto, ON

"It's been a great experience working with Peter"

During the time my portfolio was with a major bank, I went through three financial advisors in as many years. This created more than a few problems and I found myself looking for a better way. Frustrated, I ended my accounts with the bank and have been working with Peter as my financial advisor for the past few years. It’s been a great experience working with Peter and I am very satisfied with the personalized service, sound investment strategies and solid retirement plan he developed for me. I would highly recommend Peter for outstanding quality service and customer satisfaction.

– Julie D., Burlington, ON

"One of the best decisions we have ever made."

My husband and I have been absolutely thrilled with having switched our entire portfolio over to Peter. It has been one of the best decisions we have ever made. The difference between the level of service compared to the last financial advisor we had is night and day. He is always only a phone call away, there is no such thing as a silly question and he is always willing to take the time to explain all options available to us. Using his financial analysis tools and expertise, he gave us a concrete game plan to be able to reach our retirement goals earlier than we ever thought possible. We have recommended him to many friends and family who have all been equally satisfied. Thank you, Peter! We couldn’t do it without you!

– Cory & Wendy Sherratt, Oakville, ON

Testimonials