Cedarbrook is an independent Financial Services company with roots in the Peterborough area.
Cedarbrook has been in business for over 7 years. Cedarbrook represents clients of all kinds in the Peterborough, Ottawa, Barrie and Toronto area, as well as the many surrounding communities.
Cedarbrook helps families just starting out, as well as those who have already acquired some assets and are seeking to maximize their efficiencies and wealth. We also cater to self-employed and business owners, professionals, government workers, and hourly paid employees. A sizeable portion of our client business has come from the rural areas. We also participate in community events such as plowing matches, local fairs and trade shows.
As a member of the Independent Financial Brokers Association, Jim Rainey maintains a FSCO Insurance license, a Mutual Funds License, and E&O insurance coverage. With the assistance and input of a team of highly trained and motivated expert contacts in the industry,Cedarbrook Financial will find the best programs for each individual client. Being independent gives Cedarbrook access to all the major insurance companies in Canada so we find the right company with the right product for each individual case.
As an Independent; Cedarbrook also deals with all the large mutual fund companies. Cedarbrook can provide full services in tax deferred investments for RRSP's, non RRSP's, and RESP's. Not being tied to one company enables Cedarbrook the ability to customize individual financial strategies and to find the best fit for each client.
Through one on one consultations, clients become empowered to make knowledgeable choices
which gives added value to the transaction. "Programs aren't just recommended , clients become educated towards a viable long term plan, they can then make knowledgeable decisions, as we constantly strive together for; More Success and Less Risk."