What can we help you with?

What can we help you with?

All team members are showing and displaying all team specialties. L’ensemble des membres de l’équipe et leurs spécialités s’affichent.

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

Bill Amouna

Client Contact Representative

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

Email

Jayden 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

Email

Jayni 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

Email

Mackenzie Kneeshaw

Associate Insurance Agent III

Location

Peterborough

Email

Patty Gallello

Associate Insurance Agent III*

Mutual Fund Investment Specialist**

Location

Peterborough

Email

Terrence 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.