Business Details
Your Trusted Insurance Partner in Peterborough
D. Robertson Financial Insurance has served clients in Peterborough and Ontario for over 40 years, specializing in life, mortgage, critical illness, disability, and group insurance, along with estate and financial planning. Our team, led by Certified Financial Planner Doug Robertson and broker Daphne Robertson, brings decades of combined experience to deliver tailored insurance solutions. We prioritize integrity, offering access to a wide range of products to meet individual and business needs. Evening and weekend appointments are available by request, ensuring flexibility for our clients. Our commitment to personalized service and deep local expertise has made us a trusted partner in securing financial futures.We focus on educating clients about their options, emphasizing the importance of preparation for unexpected life events. With a family-owned heritage, we combine generational knowledge with modern financial strategies. Our brokers take time to understand each client's unique circumstances, designing customized plans that align with their lifestyles. Backed by courteous service and a dedication to transparency, we aim to build long-term relationships rooted in trust. Over four decades, we have remained dedicated to providing confidential, reliable insurance and financial planning guidance.
Services
Life Insurance
Mortgage Insurance
Critical Illness Insurance
Disability Insurance
Group Insurance
Estate Planning
Financial Planning
Term-Life Insurance
Group Benefits Programs
Disability Coverage
Highlights and features
- We offer over 40 years of experience in personalized insurance solutions.
- Our brokers hold Certified Financial Planning (CFP) designations.
- We provide access to a wide range of insurance products for tailored solutions.
- Evening and weekend appointments available by request.
- Family-owned business with deep local expertise in Ontario.
Associations and certifications
- Certified Financial Planner (CFP)
- Independent Brokers Association
Services
Life Insurance
Our life insurance solutions protect families and businesses against financial uncertainties. Policies provide tax-free death benefits to named beneficiaries, preserving estates and securing income. We customize coverage to meet specific needs, including mortgage protection and retirement planning.
Critical Illness Insurance
Critical illness insurance covers financial challenges from conditions like cancer, heart attack, or stroke. Benefits supplement life insurance, addressing income loss and medical expenses. We help clients prepare for unexpected health events with tailored policies.
Disability Insurance
Disability insurance replaces income if you cannot work due to injury or illness. We offer plans for professionals, business owners, and employees, ensuring financial security during short- or long-term disabilities. Coverage safeguards lifestyle and retirement plans.
Group Insurance
Group insurance programs provide healthcare, dental, and disability coverage for Ontario businesses. Plans attract talent, retain employees, and offer tax-efficient compensation. We design flexible benefits tailored to organizational needs, enhancing workplace productivity.
Estate Planning
Estate planning ensures assets are distributed according to your wishes. We integrate insurance with legal strategies to minimize taxes and protect inheritances. Our approach secures your legacy while addressing business succession and family needs.
People
Doug Robertson
Certified Financial Planner
Doug Robertson, a Certified Financial Planner with over 30 years of experience, specializes in estate and financial planning. He leads our team in delivering tailored insurance solutions, leveraging his expertise in succession planning and investment strategies.
Daphne Robertson
Insurance Broker
Daphne Robertson, with 25 years of experience, focuses on life, disability, and group insurance. As a broker with Stewart Morrison Insurance Brokers, she provides comprehensive financial services, emphasizing honest, client-centered solutions for individuals and businesses.
Questions
What types of insurance do you offer?
We provide life, mortgage, critical illness, disability, and group insurance, along with estate and financial planning services tailored to individual and business needs.
Do you offer evening or weekend appointments?
Yes, evening and weekend hours are available by appointment to accommodate your schedule.
Are your insurance plans customizable?
Yes, we design personalized insurance solutions to fit your lifestyle, ensuring coverage aligns with your specific financial goals and circumstances.
What areas do you serve?
We primarily serve Peterborough and the broader Ontario region, offering localized expertise and nationwide insurance product access.
