Rob Pethes CFP
    (416) 264-0531
 
   Home      Our Process
     
     I hold the Certified Financial Planner (CFP) designation. I help people with their Retirement and Education Savings, with their Insurance needs, as well as Estate and Tax reduction strategies. As a Broker I work with all the different Insurance companies, Banks and Mutual Fund companies. If you need a product or service from Great West or Manulife, Fidelity or TD, I can help you. I do not work for the companies I deal with, I work for my clients. This means I can provide the best product and services for Your Needs, wherever that may be.

     My job really is to act as your coach. I'm not the player, that's your job. I can give guidance and suggestions, provide sources of information and try to help you to make the right decision for your needs. The more you bring to the table, the better for you. Looking after your finances is really not that difficult, however it can be time consuming. If we work away at it a bit at a time, most people can get themselves on track fairly quickly. Initially you may not have the time or expertise or desire to take care of all the details. If I do my job properly, over time you'll begin to understand how all the different parts of your Financial Strategy fit together.

     Generally there is no charge to you for my services. I am compensated by the Insurance and Investment companies that I work with. Before any purchase of a product occurs, we will have discussed any and all costs that my be levied to you, either directly or indirectly. There are no secrets or surprises. With your investments, my income is directly tied to how well you do with your investments. This means we both have a vested interest in you doing well over time. A Win-Win situation.

 
Financial Advisers can often look similar. Reviewing our points of differentiation will give you the understanding of just how our process will give you the greatest chance of success.
 
     Here's what you get:
 
          - An independent and experienced Adviser. Someone you can like, and trust.
 
          - We meet our clients at their home, their office or at our office. We don't keep banker's hours and we 
            make ourselves available to our clients to suit their busy schedules.
 
          - A personalized Financial Strategy based upon your goals, your risk tolerances and your investment     
            timeline.
 
          - Online access to your accounts. Quick and easy contact and communication with your Advisor by 
            telephone or email.
 
          - The security of working with a large and reputable Mutual Fund Dealer.


 
 
 
 
 
 
 
 
 
  
       
                         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