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An Overview of our Business

At Insight Financial Group, we give you the advice and support you need to make wise choices on your financial journey. Our holistic approach enables you to make that journey an ongoing process of learning, growth and discovery. We believe that your financial success depends upon an honest and open relationship between you and your financial advisor and we are committed to doing our part to creating that kind of relationship with you.

Because we are unbiased advisors and not salespeople, we prefer to work with you on a fee basis rather than by charging commissions. Our fees are based on a percentage of your total portfolio. This means that our financial interests are in line with yours. This frees us to give you advice entirely based on what is right for you.

Peter Cole, Insight Financial Group director is both a Chartered Financial Consultant and a licensed psychotherapist. His financial planning practice encompasses years of teaching and experience in both the financial and psychological fields. He is committed to providing Insight Financial Group clients with dependable investment advice along with the emotional support and understanding that lead to sound financial choices.