Financial Advisor | O Farrell Wealth And Estate Planning | Assistant Capital Management LTD@ O'Farrell Wealth & Estate Planning | Assante Capital Management Ltd.
Ontario, Canada
Peggy Mathieson
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St. Lawrence College
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Tell me more about Peggy Mathieson?
FlashIntel GPTPeggy Mathieson is a highly experienced financial advisor with 33.6 years of work experience. She specializes in investments and is based in Brockville, Ontario, Canada. Peggy's team works with families, farms, and businesses to help them grow their wealth, plan estates, and guide farms and businesses through the succession planning process. She has worked at O'Farrell Wealth & Estate Planning | Assante Capital Management Ltd. and London Life, gaining valuable experience in financial services and insurance.
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Emails and Phone Numbers
About
Peggy and her team work with families, farms and businesses to help them grow their wealth, plan their estates and guide farms and businesses through the succession planning process.
Work Experience
Financial Advisor | O Farrell Wealth And Estate Planning | Assistant Capital Management LTD
Financial Advisor
Financial Services
Peggy Mathieson's Professional Milestones
- Sr. Service COOrdinator (1990-03-01~1998-10-01): Coordinated service activities, ensuring smooth workflow and efficient implementation.
- Sr. Service COOrdinator (1997-10-01~1999-11-01): Streamlined service coordination processes, improving efficiency and efficiency.
Education
Legal Administrative Assistant/secretary
1982-1984Skill
Investments
Certification
Colleagues
Matthew Felker
financial advisor | o farrell wealth & estate planning | assante capital management ltd
Keeley Patterson Phillips, CFP®
Financial Advisor | O Farrell Wealth And Estate Planning | Assistant Capital Management LTD
Daren Givoque, CDFA
financial advisor author | o farrell wealth & estate planning | assante capital management ltd
Cole Seabrook
financial advisor | o farrell wealth & estate planning | assante capital management ltd
Cyndy Batchelor
financial advisor | o farrell wealth & estate planning | assante capital management ltd
Other Named Peggy Mathieson
Frequently asked questions
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Peggy Mathieson's social media include: Linkedin,
Peggy Mathieson works for O'Farrell Wealth & Estate Planning | Assante Capital Management Ltd.
Peggy Mathieson's role in O'Farrell Wealth & Estate Planning | Assante Capital Management Ltd. is Financial Advisor | O Farrell Wealth And Estate Planning | Assistant Capital Management LTD
Peggy Mathieson works in the industry of Financial Services
Peggy Mathieson's colleagues are Matthew Felker,Keeley Patterson Phillips, CFP®,Daren Givoque, CDFA
Peggy Mathieson's latest job experience is Financial Advisor | O Farrell Wealth And Estate Planning | Assistant Capital Management LTD at O'Farrell Wealth & Estate Planning | Assante Capital Management Ltd.
Peggy Mathieson's latest education in St. Lawrence College
