Nom du conseiller

Donald M. Pelletier

  • Life and Health Insurance Advisor
  • Investment Fund Advisor*
  • Financial Security Advisor
  • Offering Life, Health, Group Insurance and Investments

For nearly 20 years, I have been a proud partner in my clients' financial success. I have developed these relationships based on transparency and trust. Your best financial interests are always what guide me in providing you personalized solutions.

I pride myself in being a partner in my clients' financial success. I build relationships based on transparency and trust. Your best financial interests are always what guide me in providing you personalized solutions.

I will help you review your situation and propose a two-pronged approach: grow your assets so you can carry out your plans, and financial security so that you can protect yourself, your loved ones and your lifestyle from life's unexpected challenges. Your values, needs and preferences are what will guide me when I propose the best possible solution for you.

(807) 577-5632

180 Park Ave. Suite 118, Thunder Bay, Ontario, P7B 6J4
Office.: 807-623-6400 ext. 5 | Fax: 807-623-6465
Toll Free: 1-888-626-1530 | Cell: 807-708-5632
donald.pelletier@dfsin.ca

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My professional practice is characterized by the values I hold dear:

  • Integrity and loyalty
  • Availability and independence
  • Professionalism and skill
  • Exceptional service

I bring these values to every relationship in my practice.

1 © 2016, Claude bl, Nathalie Viennot-Briot, The Gamma Factor and the Value of Financial Advice, https://www.cirano.qc.ca/files/publications/2016s-35.pdf

2 COCKERLINE, Jon, Ph. D. Nouveaux éléments attestant la valeur du conseil financier, IFIC, 2012.

3 IFIC. La valeur des conseils, rapport, 2012.

4 VANGUARD. La valeur ajoutée des conseillers financiers, Toronto, 2014. IFIC/POLLARA Inc. La perception des investisseurs canadiens quant aux fonds communs de placement et à l'industrie des fonds communs, Toronto, 2013.