Lucian Petcu BA
FINANCIAL ADVISOR
3190 Steeles Avenue East
Suite 210
Markham, Ontario
L3R 1G9
Book an appointmentMaking the right moves
No one plans to fail, some just fail to plan. As an independent broker, I have access to a vast array of insurance and investments products, enabling me to customize the perfect financial plan for your unique situation. Whether it is an Insurance Program or an RESP, the fact is everyone is different and so are their needs and goals. There is no universal solution, so why limit your choices? I work for you – not the financial companies – so you can always count on receiving unbiased advice. Together, we will have them working for you and your family! Keep the money you earn secure, and receive back what you deserve.
Here are a few more ways I can help you with:
- Life Insurance
- Term Insurance
- Critical Illness Insurance
- Disability Insurance
- Health Insurance
- RESPs
- RRSPs
- TFSAs
- Pensions/Annuities
- Travel Insurance
A little more about me:
- Financial Advisor and RESP Specialist
- Years of Industry Experience as an Independent Broker
- Certified Financial Planner Candidate
- BA (Honours) degree from York University
- Have been nicknamed Robyn Hood!
And here are a few of my partners:
- Manulife
- Sun Life
- BMO
- Desjardins
- Canada Life
- Industrial Alliance
- Empire Life
- RBC
- Blue Cross
- IA Excellence
- Standard Life
- Fidelity
In an effort to create a relaxing environment, my appointments are always absolutely no risk, no obligation, and I will meet you where you feel most comfortable. I believe an effective financial plan is derived from building strong relationships with my clients. I take pride in giving great unbiased advice and educating my clients. Unlike a hotline operator, you will never feel like a number with me; I am available should you ever wish to discuss your financial plan.
I look forward to meeting you and the opportunity to work together!
Lucian Petcu