Peter Lacey

Job title: Financial Planner, CLU®

CLU

Area(s) served: Ontario

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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.

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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.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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Stay informed

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Many investors spend time trying to predict what markets will do next. Building an investment strategy aligned with your goals and time horizons may help you stay focused during changing market conditions.

Have questions about your investment strategy?

Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/pete.lacey/
You’ve invested years into building your business, but what’s your plan for what comes next?

Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.

The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/pete.lacey/
Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection solutions help ensure your family can keep your home secure, no matter what life brings. Let's review your coverage and give you peace of mind. Reach out to discuss your options today. https://advisor.sunlife.ca/pete.lacey/
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Office information

St. Catharines, Ontario

Phone:

(905) 684-9420 x10

Email:

pete.lacey@sunlife.com

Address:

Office hours:

Monday: 8:30 a.m. - 5:00 p.m.
Tuesday: 8:30 a.m. - 5:00 p.m.
Wednesday: 8:30 a.m. - 5:00 p.m.
Thursday: 8:30 a.m. - 5:00 p.m.
Friday: 8:30 a.m. - 5:00 p.m.

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