We are dedicated to providing investment management and strategic wealth planning that is right for you.
Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals. Whether you’re a first-time investor or getting ready to retire, we’re here to offer insights, education, and support tailored to meet your needs now and in the future.
Pete Gillespie MBA, CLU, MFA-P
Financial Planner
Investment Representative
E: pete@petegillespie.ca
P: 416-457-8971 ext. 5801
Our mission is to build a financial security plan tailored to help meet your specific needs. We’re dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve those goals.
Whether purchasing a home, financing a child’s education or retiring comfortably, your goals are specific to you and your financial security plan should be tailored to your needs.
We’ll help you understand the choices to be made and the products available to help build a financial security plan to achieve your personal or business goals. And once your plan is in place, we’ll continue to work with you by reviewing your financial security plan from time to time with you to help ensure you’re still on track to achieving your goals.
Client Service
We know that personal service is key to helping you find the right solution for your financial security needs. If you have questions about your financial security plan or specific financial products, contact us and we can set up a time to meet. We can discuss our services, review your specific needs and address any questions you may have.
Our Services
01
Insurance Planning
If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught. Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.
02
Life Insurance
No one can foresee the unexpected, like a fatal accident or sudden terminal illness, but a financial plan can help you be prepared. I can help you build your financial plan and choose life insurance policies to meet your needs. Whether you’re dealing with a sudden job loss or want to ensure your kids’ can still afford an education if you die prematurely, I’m here to help.
03
Health Insurance
While Canadians don’t have to pay upfront for healthcare services covered by provincial government healthcare plans, these plans don’t cover all healthcare-related expenses. Rather than paying for these out of pocket, you may be able to purchase health insurance to cover these expenses.
04
Estate Planning
Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
05
Financial Planning
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
06
Retirement Planning
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.