Peter Marchl - Financial Planner
About Peter Marchl - Financial Planner
Mutual funds provided through FundEX Investments Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual Funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated. This information has been prepared by Peter Marchl who is a representative for FundEX Investments Inc., and does not necessarily reflect the opinion of FundEX Investments Inc. The information contained in this newsletter comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability.
This newsletter has been written (unless otherwise indicated) and produced by Jackson Advisor Marketing. © 2020 Jackson Advisor Marketing. This newsletter is copyright; its reproduction in whole or in part by any means without the written consent of the copyright owner is forbidden. The information and opinions contained in this newsletter are obtained from various sources and believed to be reliable, but their accuracy cannot be guaranteed. Readers are urged to obtain professional advice before acting on the basis of material contained in this newsletter.
Contact Peter Marchl - Financial Planner
| Address : | 592 Memorial Ave, Thunder Bay, ON P7B 3Z2, Canada |
| Phone : | 📞 +8797 |
| Website : | http://petermarchl.ca/ |
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| City : | B |
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Katherine Bruneau on Google
★ ★ ★ ★ ★ Peter has been supportive and creative through a myriad of challenges. He and the team have been wonderful to work with.
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ET Busch on Google
★ ★ ★ ★ ★ I have been a client for many years. I am very satisfied with the services that have been provided to me. My advisor has always been professional, proactive in changing markets and has consistently provided positive results. I will definitely continue to be a client for the future!
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Rob Hamlyn on Google
★ ★ ★ ★ ★ Peter has been a huge asset in planning our retirement future with his professionalism, knowledge, honesty and caring for our future. With this said he has been instrumental in financial planning for us.
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Shelby Ch'ng on Google
★ ★ ★ ★ ★ I’ve made more money with Peter than I did at a big bank. He makes plans for clients based off their goals and risk spectrum. I don’t want the stress of playing the markets myself but with Peter he does all the heavy lifting. I can be involved as little or as much as I want. Easy access to funds and online check ins.
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Melanie Brohm on Google
★ ★ ★ ★ ★ Peter has helped me achieve my financial goals through education, actively listening and explaining my options. I was using a bank for RRSPs for 20 years and never made significant process. After a year with Peter, my RRSPs reached 6 figures, I have a TFSA and have benefited through increased contributions that resulted in paying less income tax. As a sole proprietor health care business owner in their 40s, I am already discussing what my retirement will look like. Peter's knowledge and strategic planning will help you prepare for the next step and keep your financial health in check.
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Lindsey MacDonnell on Google
★ ★ ★ ★ ★ Peter has recently assisted me in working through a stressful life change. But as always, his knowledge, professionalism and voice of reason were always appreciated and reassuring. He is always on top of current events and always willing to offer sound advice.
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Janice McDougall on Google
★ ★ ★ ★ ★ Peter exhibits all the qualities one expects when entrusted to manage investment portfolios. He is personable, knowledgeable, and responsive to the needs of his clientele. Above all, he is a trusted professional. We’ve been fortunate to work with him for several years and look forward to many more.
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Adam Shermack on Google
★ ★ ★ ★ ★ I've always had great experiences with Peter Marchl. I've been with his as a financial planner for over 10 years and am always more than happy with the results.
He's very knowledgeable and really helpful with any and all questions that I have.
Most of my family members have been using his services and I've recommended him to other people that I know who are looking for Financial Planning services and advice.
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