Robert A. Pethes CFP
Financial Advisor
attached to Peak Investment Services Inc.
Insurance:
Independent Insurance Representative
The advisor featured on this website are independent representatives attached to PEAK Investment Services Inc. While the advisors provide personalized financial advice, all investment product recommendations are made and processed through PEAK Investment Services Inc., in accordance with regulatory requirements. Mutual fund investment services are offered in Ontario through PEAK Investment Services Inc., where I am registered as a Mutual Fund Representative.
PEAK Investment Services Inc. is a mutual fund dealer registered with the Canadian Investment Regulatory Organization (CIRO). Its activities include the distribution and supervision of investment products such as mutual funds and ETFs. PEAK’s responsibility is limited solely to the investment products it distributes. Any other services, including financial planning and insurance, are provided by Robert Pethes and are not the responsibility of PEAK Investment Services Inc.
Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Please read the prospectus and Fund Facts carefully before investing.
The information contained on this website is provided for general information purposes only and does not constitute investment advice. The information is not intended to provide specific financial, legal, accounting or tax advice and should not be relied upon in that regard. Investment decisions should be made based on your individual circumstances in consultation with a Mutual Fund Representative.
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.
Building Your Wealth
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.
Do you spend more time planning a vacation for your family than you do for your retirement?
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.
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.
Direct Line: 416 264 0531 .
Copyright © Robert Pethes 2020