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SMALL FIRM. BIG IDEAS. IMPRESSIVE RESULTS.

Driven by over 40 years of experience, D. Robertson Financial Insurance Services Inc. stands as a trusted partner in navigating your financial security journey. Based in Peterborough, we proudly serve clients across Ontario, providing personalized insurance and financial planning solutions.

Our Mission

Our mission is to empower our clients through:

  • Personalized attention: We take the time to understand your unique needs and goals.
  • Comprehensive solutions: We offer a comprehensive selection of insurance coverage options to address your specific requirements.
  • Transparency and clarity: We explain policies and plans in clear, understandable terms.
  • Dedicated service: We are committed to building long-lasting relationships with our clients.

Life & Mortgage Insurance

  • Term life insurance to provide coverage for a specific period.
  • Permanent life insurance to ensure financial security for your loved ones in the event of your passing.
  • Mortgage insurance to safeguard your home in case of financial hardship.

Critical Illness Insurance

  • Protection against debilitating illnesses like cancer, heart attack, or stroke.

Disability Insurance

  • Income replacement in case of disability due to illness or injury.

Group Insurance

  • Customized plans for businesses to protect employees against financial risks.

Estate & Financial Planning

  • Comprehensive needs assessment and financial planning strategies.

Our Team

Our experienced and dedicated team led by Doug Robertson (CFP) brings over 50 years of combined experience to the industry. We are committed to providing personalized guidance and customized solutions to meet your individual needs.

Contact Us Today

Secure your financial future with reliable insurance coverage and sound financial planning from D. Robertson Financial Insurance Services Inc. Contact us today to schedule a consultation and discuss your unique needs.

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