
Peter Lacey
Job title: Advisor, CLU®
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Let's work together
Being a father myself, I understand the needs of a growing family. I can help you reach your financial goals while also protecting yourself from unplanned life events.
My goal is to give clear advice. I want Clients to feel well informed so they can make good decisions for their future. Creating a plan is the most important step to reaching your goals. We’ll work together by:
- assessing your current financial situation,
- setting achievable goals,
- developing a realistic approach to meet those goals,
- helping you work toward your goals and
- helping you revise that approach as your needs change.
I help Clients in need, regardless of their stage of life or income. Contact my office to book an appointment and get started on achieving your financial goals. Let's talk.

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Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.

Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF

Get in touch today to discuss how you can protect your business.