
The dynamics of financial planning can be quite complex and unique. These situations require unique solutions, the kind that we specialize in. All needs are different and we tailor solutions to fit these needs, which is why you will appreciate working with us.
LEARN MORE HEREFor many businesses, losing a key person to illness, disability or worse can be catastrophic. We help businesses minimize this risk and create tax-saving opportunities through corporate/key person insurance and succession planning strategies.
LEARN MORE HEREEstate Planning is tax-effectively organizing one’s assets, according to their wishes, for final distribution in order to achieve such things as family harmony, estate equalization, wealth preservation, succession planning and legacy creation.
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We are committed to working for our clients. We pride ourselves in our ability to listen, evaluate and apply our knowledge in order to enact a plan that meets our client's needs and exceeds their expectations.
Over the years our industry has developed better products and concepts for the basic planning to more complex financial and tax and estate planning for clients. It is impossible for any one or two people to have in-depth knowledge and provide expert advice in all areas, yet this is what our clients deserve.
Our solution is to make available specialists in all areas of financial services to provide real value to our clients, always keeping in mind that we must exhaust all possibilities to provide our clients with the best solution.
This is why we have brought on board specialists such as Doug Markewich, Newcombe Financial, STRATA Benefits Consulting Inc. and Serre Financial. Our team has the experience, expertise and resources to help you attain your goal.
"It is certainly an honour to relate to our colleagues in the agricultural industry our experience with Pereux Financial Services."
Murray, Bruce & Earl Froebe
Agassiz Seed Farm Ltd.
"I am pleased to state that I feel my finances for the future, and in particular for my retirement are in good hands. I have been impressed with the diversity of knowledge and the scope of the staff with whom I have dealt."
Dr. Nigel T. MacDonald
St. Boniface General Hospital
Department of Pediatrics
"My experience in dealing with the staff at Pereux Financial Services is their commitment to detail and accuracy and their courtesy. It is a pleasure to do business with them."
R.R. Engel
"I do not believe that anyone is better equipped to assess what their client wants and needs and match those requirements with the right product and service."
Dwayne Reiser, C.A.
Meyers Norris Penny LLP
"We have dealt with Pereux Financial since its inception. Recommendations and services have been delivered in a timely and cost effective manner. They have been proactive on their products. They are honest and trustworthy."
Tony Guertin,Privacy Policy | Contact Us | © 2012 Pereux Financial Services Inc.