Investia Peterborough

At Investia Peterborough, our primary objective is to empower our clients to achieve financial independence. We understand that navigating the complexities of personal finance can be daunting, which is why we are committed to providing personalized guidance and expert advice to help you achieve your financial goals.

Our Commitment to You

As a growing company of dedicated professionals, we are dedicated to providing you with the tools and resources necessary to secure your financial future. Our team is dedicated to building strong relationships with our clients, understanding their unique needs and goals, and providing them with tailored solutions to meet their financial objectives.

Our Services

At Investia Peterborough, we offer a comprehensive range of financial services designed to help you manage and grow your wealth. These services include:

Investments

We understand that investing your hard-earned money requires careful consideration and expert guidance. Our team of experienced financial advisors will work with you to develop a personalized investment strategy that aligns with your financial goals and risk tolerance.

Insurance

Accidents can happen, and unexpected events can occur at any moment. Our team of professionals will work with you to develop a comprehensive insurance plan that provides peace of mind and financial protection for you and your loved ones.

Education

At Investia Peterborough, we believe that financial literacy is key to achieving long-term financial success. Our team of expert advisors will work with you to develop a personalized plan that aligns with your financial goals and provides you with the knowledge necessary to make informed financial decisions.

Retirement

Retirement is a significant milestone in life, and it's essential to have a clear plan in place to ensure a comfortable and secure financial future. Our team of experts will work with you to develop a personalized retirement plan that aligns with your goals and financial situation.

Tax Reduction Strategies

Tax planning is a critical aspect of financial planning, and our team of experts will work with you to develop a comprehensive tax reduction strategy that minimizes your tax liability and maximizes your after-tax income.

Mortgages

Whether you're purchasing a home for the first time or refinancing an existing mortgage, our team of experts will work with you to develop a personalized mortgage strategy that aligns with your financial goals and risk tolerance.

Meet the Team

Our team of professionals is dedicated to providing you with exceptional service and expert advice. Meet our team, including Jason Hanley, Peter Kilistoff, Brian Cavanagh, Robert (Bob) MacLeod, and Verne Wall.