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Just as your personal physician is educated and trained to look after your physical health ...
Peter Lantos and Associates offers you over 35 years of experience and expertise to look after your financial health.
We are Your Financial Doctor!
We work hard to help you make important and informed decisions for the long-term when it comes to Maximizing Your Wealth, Minimizing Your Taxes and Protecting Your Financial Health.
We work with the leading insurance and investment companies in Canada and our team of experts includes; Tax accountants, Estate lawyers, Financial Planning consultants, and many other specialists to assist us with your unique circumstances.
As independent brokers, our major objective is to look after your best interests first and foremost.
We value our client's trust above everything else and once a client makes a decision to work with us, we continually work hard to deserve their trust.
You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.
We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.
The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you.
And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.