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351 Reid Street Peterborough, ON K9J 4G3

jason@kawarthafinancial.com

tommy@kawarthafinancial.com

kelly@kawarthafinancial.com

T: 705-748-6602

F: 887-838-9866

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Our Dealership

Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.

Mutual funds, exempt market products and exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed on this website have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

We combine a thoughtful, human-centered approach with clear communication and reliable results. It’s not just what we do—it’s how we do it that sets us apart. Insurance products and services are offered through Kawartha Financial Planning / PPI. Segregated fund products are offered through Kawartha Financial Planning and/or multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value assets of the segregated fund.

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