A financial professional for Peterborough.

Peterborough is the Electric City and the gateway to the Kawarthas: Trent University, cottagers heading north on Fridays, and retirees who chose the lakes. University town energy, cottage country weekends, and planning that has to cover both. I serve Peterborough families virtually.

Serving Peterborough and Peterborough County by phone and video.

Peterborough is where city people and lake people meet

Peterborough calls itself the Electric City for its manufacturing past, but its present runs on a distinctive blend: Trent University and Fleming College filling the city with students and staff, the regional health centre anchoring care for the whole Kawartha region, the famous Lift Lock raising boats on the Trent-Severn Waterway, and a steady flow of retirees who came for a weekend at the cottage and stayed for the life. The Otonabee River cuts through the middle of it all. Peterborough households include professors and plant retirees, healthcare workers and tradespeople, students becoming professionals, and grandparents whose cottages up the highway are the family's true headquarters.

That blend asks blended questions. Retirees arriving from the GTA with house money in hand ask about drawing income well and keeping the cottage transfer simple for the kids. University and hospital families ask about coordinating two solid benefits packages without paying twice for the same coverage. Working families ask about protection that fits a mortgage in a city that stayed attainable longer than most. And cottage country families, here and up Highway 28 and 115, ask the succession questions early because the cottage is where the family happens, and nobody wants it to become the thing the family fights about.

Disability planning runs through all of it: Peterborough is a regional care centre, and its families meet the system early. The DTC and RDSP are federal, chronically underclaimed, and exactly this practice's specialty. I serve Peterborough by phone and video, at retiree hours and working family hours alike, and the first conversation is free.

What I help Peterborough families with

• Life insurance: term, universal, and whole life, matched to your actual life. See the honest comparison.
• RDSP and disability finance: the Disability Tax Credit, the RDSP, and up to $90,000 in government grants and bonds most families never hear about. Start at the Disability Finance hub.
• Investing: TFSA, RRSP, FHSA, RESP, and non-registered accounts built around real life.
• Living benefits: critical illness and disability coverage for the self-employed and single-income households. How critical illness works.
• Business owners: corporate strategies, key person coverage, and buy-sell funding. The business playbook.

Why work with a broker in Peterborough?

A broker works for you, not for one insurance company. That means choice across insurers, advice shaped around your life instead of a product shelf, and someone in your corner at claim time, when it matters most. Read the full broker vs agent breakdown.

How it works

Step one: book a free conversation below. Thirty minutes, zero pressure. Step two: we talk through your situation in plain English until you actually understand your options. Step three: you decide, with facts instead of salesmanship.

Peterborough questions I hear most

Common questions

Explore the region

Explore Eastern Ontario: the Areas Served hub lists every community we serve. The regional centre page is Kingston, and the nearest full local guides are Kawartha Lakes and Belleville.

Check what you may qualify for

Before we ever talk, you can check two things yourself, free, right here on this site. The Disability Tax Credit checker asks 7 quick questions and walks through eligibility the way the CRA looks at it. The RDSP checker asks 4 quick questions about readiness, grants, bonds, and next steps. Prefer a one page guide instead? The RDSP Starter Checklist lays out every step to open an RDSP and claim the government money.