Partnering with an advisor is one of the best investments you can make in your financial security plan.

Peter Corringham

Investment & Insurance Advisor
Investment Representative

In my practice as an advisor, I work with clients to build a comprehensive plan from the ground up. I take a holistic approach to building each financial security plan and recognize that every client has different concerns and priorities.

We go through life with goals and dreams – some we achieve, others we don’t. Setting financial goals can help you achieve your dreams. Generally, clients want and need guidance putting a plan in place, and that’s where I can help. With more than 30 years of experience as a financial security advisor, I can help you shape your goals and fulfill your dreams.

Partnering with financial service providers, I can help make a difference in your financial life – from managing risk with insurance products to managing volatility and risk within your investment portfolio.

The new year is a great time to look at your financial security plan. Feel free to give me a call or use the “book an appointment” tool on my web page.

Let me help make your goals and dreams come true!

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Ask an advisor: Why work with an advisor?

Learn the benefits of working with an advisor to help build a financial plan for your future.

 

 


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Description: This animated video introduces two characters named Lauren and Amina and illustrated graphics to show how an advisor can help create a financial plan to reach your goals.

Text “Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “Why work with an advisor?” fades in below. An illustration of a handshake draws on the right side of the frame.

Lauren: I could buy my insurance and investments online. Why should I work with an advisor?

Description: Lauren sits outside at a café table with a lemonade in front of her.

Amina: My advisor sees the big picture of how all my finances fit together.

Description: Cut to show both Lauren and Amina sitting at the table.

Amina: I might miss something important doing it myself.

Description: The frame fades to reveal various graphics representing a new pet, life insurance, marriage, estate planning, new home, luxury car, speed boat, health coverage, travel and cottage.

Amina: There’s a plan to achieve all my goals,

Description: A line enters the frame to select Lauren’s goals: life insurance, a new home, health coverage and a cottage. All other graphics fade away.

Amina: even when new ones pop-up.

Description: The advisor’s hand moves into the frame to add a travel goal.

Amina: If something unexpected happens in the economy or the markets, I won’t freak out thinking I have to change or fix something.

Description: The line and goals move up and down to represent a shifting stock market.

Amina: My advisor updates me regularly, so I feel confident I’m on track.

Description: Amina’s hand moved into frame, holding her phone. A notification appears on her phone with a mail icon that reads: “New message.

Amina: With an advisor, my financial future is one less thing I need to worry about.

Description: Cut back to Amina sitting at the table, showing Lauren her phone.

Text “Let’s talk. Contact me today.” appears with legal line: “Video produced by Canada Life. canadalife.com 1-204-946-1190”

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