Working alongside my clients in a team-based approach, I'll help you and your family to remove one more stress on your day to day life. Working with a Financial Adviser is like having a great auto mechanic in your life: it takes away the worry of figuring out what exactly the "Johnson rod" does, to quote a Seinfeld episode. All the little details, paperwork and long-term strategies are being looked after.
Whether by helping you to build an Education Savings account for your children, helping you to minimize Taxation now and for your Estate , providing a range of Insurance and Protection services, or by crafting an Investment Strategy to help you build a Retirement Nest Egg, I'll work with you to gradually get all the pieces of the Financial Puzzle together. And you may be surprised that you enjoy the process.
If you'd like to make an appointment to see how I can help you and your family, please contact me at any time.
Direct Line: 416 264 0531
Branch: 905 940 1898 .
Planning Your Future
It's one of the most important things we can do, but it's also the most overlooked. Robert will help you accomplish your future financial goals every step of the way.
Rob Pethes CFP
Let's be realistic here. Planning a vacation is way more enjoyable than planning for your future. Vacations are instant, fun and relaxing. But, most of the time, when it comes to planning a retirement, it's built on uncertainty, fear and confusion. Which, in the end, makes everyone want to avoid planning their future financials.
But, if you plan your retirement right, it doesn't have to be so scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation. Robert can help you plan a financial future that will make you and your family excited for your upcoming years.
Mutual funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered by Robert Pethes, an independent Insurance Representative. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada.
* Manulife Securities related companies are 100% owned by The Manufactures Life Insurance Company (MLI) which is 100% owned by the Manulife Financial Corporation a publicly traded company. Details regarding all affiliated companies of MLI can be found on the Manulife Securities website http://www.manulifesecurities.ca.
Robert A. Pethes CFP
Manulife Securities Investment Services Inc.
Independent Insurance Representative