Solutions for your future needs.

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(905) 212-9775


Peter Simons, B.A., B.Ed, C.L.U., Investment Advisor

As a dual licensed advisor I am able to provide both insurance and investment advice tailored to meet your needs. As a former teacher in the Peel District School Board, education is paramount in my practice. Using a myriad of financial resources and strategies I can assist you in achieving multi generational wealth and asset protection.

Through planning, commitment, discipline and patience we will ultimately achieve our goals.

  • Bachelor of Education (University of Windsor)
  • Bachelor of Arts (York University)
  • LLQP (Canadian Institute of Financial Advisors)
  • Branch Manager License (Investment Funds Institute of Canada)
  • Canadian Investment Funds License (Investment Funds Institute of Canada)
  • Labor Sponsored Funds License (investment Funds Institute of Canada)


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