Peter Lacey
Job title: Advisor, CLU®
Trustworthy advice you can count on
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 and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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