Whether you’re planning your retirement, growing a business, or preparing to pass wealth to the next generation, our job is to create calm, structured plans that bring clarity to your financial life.
We have spent decades helping people across Bobcaygeon, Kawartha Lakes, Haliburton and Burlington feel confident about their financial future. We take the time to truly understand you and your goals—and build a plan that reflects them.
Whether you’re building wealth, preserving it, or preparing to pass it on, we’re here to help you move forward with clarity and confidence.
Our solutions
We offer more than what you’d expect from a typical Peterborough financial advisor. Our clients count on us for calm, structured planning, honest conversations, and long-term guidance that puts their goals—and their family—first. Our services include:
Retirement planning
You’ve worked hard to build your wealth—now it’s time to make sure it lasts. We help you shift from saving to spending with a clear retirement income strategy that balances stability, flexibility, and tax efficiency. Whether you’re retiring with a pension or managing RRSPs, we’ll show you how to structure your income and protect your future.
IG Private Wealth Planning Experience
The IG Private Wealth Planning Experience* integrates the recommendations of our in-house experts—tax accountants, estate lawyers/notaries and specialists in portfolio construction, risk management and cash management—into your personalized IG Living PlanTM. And with your permission, our team will discuss our recommendations with your other personal advisors—including your lawyer, accountant and business advisors—to ensure their perspectives and insights are reflected in the guidance we provide.
The Private Wealth Planning Experience may be particularly valuable to individuals and families with more complex needs, including business owners, professionals, farmers, and fishers. Specific areas of focus may include intergenerational wealth planning, estate planning for non-traditional families or for beneficiaries with a disability, pensions and executive compensation, and real property.
Integrated expertise
We deliver guidance that addresses all facets of your financial life.
*Private Wealth Planning Services are accessible at the discretion of the IG Advisor and the Advanced Financial Planning team, and dependent upon a number of factors, including assets under administration.