Webinar: Is The RRSP Right For You?
How We Can Help You
Education is the key to build a healthy financial plan for yourself, your family and business. We offer the information you need to make the best decisions for your current and future goals. Traditional Financial Planning strategies often take control out of the consumers hands, and leaves you with all the risk. Our goal is to teach and offer strategies that give you the financial flexibility, accessibility, control, tax-savings and security.
When your household or business has the financial facts, opportunities and wealth often increase, and lost money through interest costs and fees tend to decrease. This allows you to reach your goals more quickly and safely.
We can help you grow your money in a safe, predictable and tax efficient manner. With over 20 years of experience in the financial
industry, Merv Peters has become known for helping people grow their money using proven, strong, reliable strategies and products.
Our Financial Team
Helping You Make the Most of Your Money Since 2013
Merv Peters ~ Financial Advisor (BA, CEA)
GOAL: Use Insurances and Investments to help
you grow your money safely and consistently
With 20 years of experience in the financial industry, Merv has become known for helping people protect their income and grow their wealth using proven, strong and reliable strategies.
Authorized Infinite Banking Concepts Practitioner
Insurance and Investment Broker Financial Educator
Brendan Peters ~ Financial Advisor
GOAL: Help you build strong predictable wealth and
make your money work as effectively as possible.
Since 2017, Brendan has enjoyed being part of an organization that builds strong predictable wealth for clients.
Brendan has a passion to help people make their money work as effectively as possible, so they have the money they need to accomplish their big goals.
Independent Insurance Broker Independent Investment Broker