Financial Advisors in Peterborough, Oshawa & Cobourg

Financial Advisors PeterboroughInformed Financial Growth provides financial services and advice to residents in the Peterborough, Oshawa, Cobourg and Lindsay areas. Our expert financial advisors offer clients a unique experience as we believe that each client is different and has unique financial goals and dreams. It is our job to take the time to ask questions, learn and understand what these are.

Once we have done this, we then implement an agreed upon strategy that will map out this financial journey for them. It’s not about the latest greatest mutual fund or stock but is about setting a plan in place that meets all of the client’s criteria.

It is our goal to offer clients a unique experience when they deal with Informed Financial Growth. It has been our mandate to find some alternatives to stock market investments for our clients who simply want to diversify and reduce market risk. Over the last few years we have researched and found some top quality real estate investments that offer above average fixed rates of return while removing stock market volatility. It has been our goal to bring products to our clients that will reduce this risk, preserve capital and accumulate wealth.

IFG is partnered with many industry financial professionals to ensure we are able to provide optimum service to our clients while making sure we do not leave any stone unturned. If you are looking for a team approach then you have come to the right place.

If you would like to meet with a financial advisor in Peterborough or the surrounding area for some more information, please see our contact information to arrange for a free consultation.

What Peterborough & Oshawa Residents Are Saying…

"I have been dealing with Informed Financial for many years. They have kept me informed of the market trends and have offered me the right products to grow my money. Their personal approach is what separates them from the rest. I know my families financial future is in good hands." B. Maudsley - Cobourg, Ontario

"Cory has always provided me with detailed print outs of what is going on in the world, and in my financial world, explained what my next step is and why, sometimes over and over again making sure I understand, he has never steered me wrong. When I’m sitting at the conference table with him, I have the feeling that my interest is his only concern … and my concern is his only interest.” D. Payne - Peterborough, Ontario