I offer financial planning and investment advice services for people in Ontario and British Columbia. I will work together with the client`s other professional advisors or can make recommendations for the inclusion of additional specialists, depending on circumstances.
Generally I provide one or more of the following services depending on individual circumstances and identified need.
Investment Services - including the development of an Investment Policy Statement and appropriate asset allocation. Investments may include, stocks, bonds or mutual funds (including exchange traded or closed-end funds). Recommendations for use of specific federal government registered plans. These include traditional RRSP, RRIF, and Registered Education Savings Plans, Registered Disability Savings Plans, Tax Free Savings Accounts and Individual Pension Plans (IPP).
Planning Services individually tailored to meet the needs of business owners, family members with special needs (including the disabled, elderly etc.)
Insurance Services - Information generated in developing a comprehensive financial plan are essential points used to develop and implement a risk management and insurance program for my clients. Assisting clients both by identifying the risks that can keep them from attaining their personal financial goals and by structuing a plan of action to assure that the risks are adquately protected against through insurance or by using other risk-management strategies.
Please note: Ms. Marie Richardson, offers financial planning and insurance services as an independent representative, under Richardson Financial Consulting and these services are offered independently of PEAK Securities.
PEAK Securities inc., an Investment Industry Regulatory Organization of Canada (IIROC) registered, full service investment broker, limits its responsibility to investment products such as stocks, bonds, and mutual funds. PEAK Securities Inc. is a member of the Canadian Investor Protection Fund. You may access PEAK Securities Inc. privacy statement at www.peakgroup.com .