Pereux Financial

Pereux Financial

Personal Solutions

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.

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Corporate Solutions

For many businesses, losing a key person to illness, disability or worse can be catastrophic. We help businesses and incorporated professionals minimize risk and create tax-saving opportunities through corporate/key person insurance and succession planning strategies.

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Estate Planning

Estate 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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About Pereux Financial Services

Our TeamWe 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 Newcombe Financial, BPG The Benefits Planning Group Inc. and Serre Financial. Our team has the experience, expertise and resources to help you attain your goal.