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Peter Garthside
CIM
Financial Advisor*
Mutual Fund Investment Specialist**
Peter is an experienced Financial Advisor with over 15 years of industry experience. Peter strives to help simplify finances for clients by creating sensible and flexible financial plans. He wants to help protect families and small businesses from the devastation that a sudden disability, illness or passing can bring.
Speciality
Helping families and business owners to protect and grow their wealth through financial and tax-planning strategies, using life insurance, health insurance and active investment portfolio construction.
Corporate-owned life insurance solutions helping to support shareholder agreements, succession planning and corporate financing requirements, specializing in medical professionals.
Multiple property owner planning to retain 100% of property portfolio in event of a passing. Also planning for intergeneration asset transfer when future tax liabilities come into play.
Hobbies
Family, fitness, the great outdoors, and golf!
Location
Toronto
Email
Adriana Morais
Life Insurance Specialist
Life and A&S Licence (HLLQP/LLQP)
Adriana's job is to protect your most valuable things: like your family, your business, your income, your retirement and your dreams. Adriana is a licensed Insurance Advisor, fully qualified to provide you with various solutions for your immediate and future needs.
Speciality
Affordable term life solutions to help new and existing homeowners cover their mortgage debt to protect their property and their family.
Cash Value permanent life insurance solutions.
Hobbies
Fitness, family and church!
Location
Toronto
Email
*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.
**Offering mutual funds through Co-operators Financial Investment Services.