Financial Services in Peterborough, Cobourg & Lindsay

Informed Financial Growth offers expert financial services in Peterborough, Cobourg & Lindsay that can be tailored to fit each unique situation we are faced with. Whether it is starting your first investment plan, covering your first mortgage with a term insurance policy or investing funds from the sale of your quota, we have the solution for you. Below is a list of the services we provide through our network of professionals.

Life Insurance: term, universal Life, whole life

Living Benefits: disability insurance, critical illness, health, long term care

Investments: mutual funds, segregated funds, RRSP’s, RESP’s

Tax efficient strategies: tax shelters, flow throughs etc..

Mortgages: through our in house broker

Tax returns: through our in house accountant

Contact one of our Peterborough financial advisors today to discuss your financial planning needs.