CINDY PETERHANS, CFP®

Certified Financial Planner®*

 

For nearly 25 years, I have been a proud partner in my clients' financial success. I have always valued relationships based on honesty and trust. Your values, needs and preferences are what guide me when I propose the best possible solution for you.

My mission is to provide sound advice and help you achieve your financial security goals by listening to your priorities and aspirations. I help you identify your short and long-term needs and develop a suitable financial security plan, keeping in mind the values that motivate my commitment to you:

  • Expertise
  • Objectivity
  • Relevance
  • Familiarity

I am 100% committed to developing the best financial strategy for you, to being accessible, and to providing top-quality advice and services that are a perfect fit with your needs, in order to:

  • Protect you in the event of disability, loss of independence or critical illness;
  • Plan ahead so you can finance your projects;
  • Manage your debts;
  • Determine your financial needs for retirement;
  • Prepare for your estate settlement.

 

RECOGNIZED SKILLS

I maintain the following designations : CFP®.

Moreover, with my commitment to continuing education, I can provide you with pertinent, timely advice to guide you with your financial security planning. I offer you my expertise and knowledge to help you carry out your most important goals.

I stay on top of all the latest developments in the area of financial security planning and continually update my knowledge to ensure that I can offer the best and most current advice, with your needs front of mind. 

 

A WHOLE WORLD CONTRIBUTING TO YOUR SUCCESS

I am associated with Desjardins Financial Security Independent Network, a major distributor of financial products and services that gives me all the support I need to provide the excellent service my clients have come to expect. Being a part of Desjardins Insurance1, a leader amongst Life and Health Insurers in Canada, Desjardins Financial Security Independent Network and its Quebec counterpart SFL have over 1,600** partner representatives and more than 40 financial centres and sub-branches from coast to coast.

Thanks to the support of a dynamic team and the assistance of financial service-related experts, I am able to offer you a full range of services and advice on tax and legal issues that will benefit your financial security situation.

 

CONTACT DETAILS

1718 - 3 Avenue South, Lethbridge, AB  T1J 0Y9
Phone: 403-380-0599  |  Fax: 403-770-8074
Toll free: 877-803-0331
cindy.peterhans@dfsin.ca

 

1 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.

* Mutual funds are distributed through Desjardins Financial Security Investments Inc.

** As of March 31, 2016