What can we help you with?
Marty Kerslake
QAFP™
Financial Planner*
Mutual Fund Investment Specialist**
My goal as a financial planner is to support and coach my clients in developing plans that get them to their goals.
To do so, I lean on my experience as a financial planner, coach and business development advisor to highlight what's important to the people I work with and help structure their plans to get to the finish line.
With my roots firmly planted in the Peterborough area, I strive to give back to the community where I grew up and make it a better place to live, play and work.
Speciality
Financial planning, retirement planning, estate planning, investments, life and health insurance
Hobbies
An enthusiast for all sports with a penchant for pain by cheering for the Maple Leafs, Blue Jays, Bills and Raptors.
Spending time with my family and friends and getting out for as many rounds of golf as possible.
Location
Peterborough
Email
Andrew Bozec
Associate Insurance Agent
Speciality
Business/commercial insurance, client care
Location
Peterborough
Email
Gibson Paul Ashokan
Associate Insurance Agent
As an attentive associate insurance advisor specializing in home and auto insurance, my approach revolves around understanding and addressing clients' unique needs and wants. By actively listening to their situations, I develop a solid plan of action that effectively protects their valuable assets and ensures their financial security.
Speciality
Auto insurance, home insurance, customer care
Hobbies
Outside of my professional commitments, I indulge in my passion for travelling to scenic places during weekends. This hobby not only provides me with personal fulfillment, but also broadens my perspective, enabling me to better relate to clients from diverse backgrounds.
Location
Peterborough
EmailTerrence Grand
Associate Insurance Agent
Terrence Grand is a licensed insurance agent and specializes in home and auto, servicing clients out of the Peterborough office. Terrence has lived in Peterborough since 2011 when he first began attending Trent University. He has since discovered a passion for customer service and product presentation – Terrence loves to help his clients. He is currently furthering his education with a life insurance licence to better assist clients with a wholistic approach towards any needs that may arise.
Speciality
Home, auto, client service
Location
Peterborough
Email*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.
**Offering mutual funds through Co-operators Financial Investment Services.