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Marty Kerslake
QAFP™
Financial Advisor*
Mutual Fund Investment Specialist**
My goal as a financial planner is to support and coach my clients in developing plans that get them to their goals.
To do so, I lean on my experience as a financial planner, coach and business development advisor to highlight what's important to the people I work with and help structure their plans to get to the finish line.
With my roots firmly planted in the Peterborough area, I strive to give back to the community where I grew up and make it a better place to live, play and work.
Speciality
Financial planning, retirement planning, estate planning, investments, life and health insurance
Hobbies
An enthusiast for all sports with a penchant for pain by cheering for the Maple Leafs, Blue Jays, Bills and Raptors.
Spending time with my family and friends and getting out for as many rounds of golf as possible.
Location
Peterborough
Email
Andrew Bozec
Associate Insurance Agent
Speciality
Business/commercial insurance, client care
Location
Peterborough
Email
Gibson Paul Ashokan
Associate Insurance Agent
As an attentive Associate Insurance Agent specializing in home and auto insurance, my approach revolves around understanding and addressing clients' unique needs and wants. By actively listening to their situations, I develop a solid plan of action that effectively protects their valuable assets and ensures their financial security.
Speciality
Auto insurance, home insurance, client care
Hobbies
Outside of my professional commitments, I indulge in my passion for travelling to scenic places during weekends. This hobby not only provides me with personal fulfillment, but also broadens my perspective, enabling me to better relate to clients from diverse backgrounds.
Location
Peterborough
EmailJayden Smith
Associate Insurance Agent
As a Commercial Specialist, I am dedicated to building genuine and long-lasting relationships with clients. With a strong ethical foundation, I expertly assess business needs and operations to uncover opportunities for increasing profitability and minimizing risk. I am passionate about seeing my clients' businesses grow and I thrive on being a trusted partner in their journey to success.
Outside of work, I enjoy a dynamic lifestyle, from hitting the golf course and hiking on weekends to embarking on global adventures and cultural trips. Whether in the office or on the go, I bring energy, expertise and a personal touch to every client interaction, helping businesses thrive at every stage.
Speciality
Business insurance
Location
Peterborough
EmailJayni Gajjar
Associate Financial Advisor*
Mutual Fund Investment Specialist**
I am a humble, kind-hearted and intelligent financial professional with three years of experience in helping individuals secure their financial future. Currently serving as an Associate Financial Advisor who specializes in mutual funds and life insurance, I offer expert guidance to clients looking to build wealth and protect their loved ones. Beyond the office, I embrace a balanced lifestyle from outdoor ice skating and beach days to volunteering at local pet shelters and I always strive to spread joy and positivity. With a passion for technology and an eye for detail, I have made a personal commitment to ensure every client feels supported and confident in their financial journey.
Speciality
Investment advice and life and accident sickness insurance
Location
Peterborough
EmailPatty Gallello
Associate Insurance Agent III*
Mutual Fund Investment Specialist**
Location
Peterborough
EmailTerrence Grand
Associate Insurance Agent
I am a licensed Associate Insurance Agent and specialize in home and auto, servicing clients out of the Peterborough office. I've lived in Peterborough since 2011 when I first began attending Trent University. I've since discovered a passion for customer service and product presentation and love to help our clients. Currently, I'm currently furthering my education with a life insurance licence to better assist clients with a wholistic approach towards any needs that may arise.
Speciality
Home, auto, client service
Location
Peterborough
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.