Melany Peters – RG Packman & Associates
October 18, 2016 21:18
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I help professionals, families and business owners build their wealth and protect it.
Phone (613) 898-2057
Website Link Visit Link Here
LinkedIn Visit Link Here

Melany Peters – RG Packman & Associates

Most people know the basics of living a health life, yet many still seek out a trainer or dietician. Why? They receive direction, motivation, accountability, and better results. A financial advisor does the same thing for your financial health.

I help professionals, families and business owners build their wealth and protect it through holistic financial planning. My process consists of goal setting, a budget exercise and a complete analysis of the current financial picture. This allows me to make informed recommendations specific to each client and their situation. I provide advice and service for both investments and insurance (life, disability, critical illness and group benefits).

MELANY PETERS, Financial Advisor

I have over 9 years’ experience in the financial industry and I am fortunate to be backed by a team with over 70 years’ knowledge and expertise. This lends to my wealth of skills in creating customized financial plans for any situation. My clients place a significant amount of trust in me which has led to many long-lasting relationships. There’s nothing more satisfying to me than helping people reach their goals by creating peace of mind, clarity and financial freedom.

“A goal without a plan is just a wish.” ~ Antoine de Saint-Exupery

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Chapter OWL - Ottawa West Leaders
Phone (613) 898-2057
Website Link Visit Link Here
LinkedIn Visit Link Here
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