165 Sherbrooke Street, Suite 5, Peterborough, ON K9J 2N21

(705) 743-0046

cornerfinancialpartners@assante.com

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All your wealth management needs
right around the corner

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All your wealth management needs
right around the corner

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Go Petes Go!

Welcome to Corner Financial Partners

“A team of trusted, professional advisors dedicated to the financial success of its clients”

 

For over 35 years, Corner Financial Partners has provided financial solutions to local families and business owners in Peterborough and

the surrounding areas. Specializing in a complete approach to wealth management, our team incorporates investment, tax,

estate and risk management planning, all into one package. We help our clients reach their financial goals by getting to know them and developing strategies

that will work best for their specific situation.

About Assante

The Assante Story

 

When you choose an Assante Wealth Management advisor, you are joining a national success story.

Established in 1995, Assante has since become one of the largest wealth management firms in Canada, supporting over 830 advisors who oversee approximately $44 billion in assets for clients and their families nationwide.

In 2003, Assante was purchased by CI Financial Corp. – a diversified wealth management firm and the third-largest investment fund company in Canada – bringing additional financial strength and resources to the Assante organization. Since becoming a public company in 1994, CI has been one of the best-performing securities on the S&P/TSX Composite Index.

 

Client Testimonials

I started investing as a teenager with Bill and his team

“I started investing as a teenager with Bill and his team. They have been with me at every major turn in my life making sure that my wealth plan is always being adapted to what is going on in my life. I know that both my short term and long term goals are going to… “I started investing as a teenager with Bill and his team”


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