Rob Pethes CFP
    (416) 264-0531
 
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Our clients are from diverse backgrounds, young and old, and have varying career challenges. Whether you are just starting out or retired, our goal is to help your account grow with a minimum of risk and drama. We have experience working in many different areas of Group Benefits and Employer Savings. If you should experience a change in Employment status, you can rest assured that we have worked with many large and small companies to help our clients transition from one career to another.


We cannot guarantee your investment returns over time, but we work hard to ensure that you have a good experience and make use of our talents and experience to realize your goals. In our experience, a large part of your success will be related to actively managing the Asset Allocation in your portfolio. Everyone wants to earn the most they can, but with the least risk. It is by managing the Lower Risk asset classes that you smooth out the Stock Market Volatility.


We listen and work to understand your needs and where your dreams can take you. Together we will build a Program that creates the nest egg you need, provides for your children's education, that builds a solid retirement future and provides tax reduction strategies to ensure you keep as much as possible of your Savings, and pass on your Estate in an efficient way. 
 
 
 
 
 
 
 
 
 

 

 
       
                         Manulife Securities Disclaimers
 
 
 
Mutual funds are offered through Manulife Securities Investment Services Inc.  Insurance products and services are offered by Robert Pethes, an independent Insurance Representative.  Banking products and services are offered through referral.
 
 
* Manulife Securities related companies are 100% owned by The Manufactures Life Insurance Company (MLI) which is 100% owned by the Manulife Financial Corporation a publically traded company. Details regarding all affiliated companies of MLI
can be found on the Manulife Securities website http://www.manulifesecurities.ca.
 
 
© 2017 Rob Pethes