The recent trade tensions between the U.S. and Canada have ushered in a wave of market volatility, leaving many Ontarians feeling uncertain about their financial futures. We understand how unsettling it can be to see the markets fluctuate, and our team is here to help.
“Our advisors provide objective expertise to help you achieve your goals,” says John Kehoe, Senior Strategist, Financial Planning & Practice Management at Kawartha Credit Union. “Prudent, long-term investing and planning is a marathon, not a sprint. Professional advice helps you to stay focused during periods of uncertainty, and it makes a significant difference in your financial outcomes.”
Prudent, long-term investing and planning is a marathon, not a sprint. Professional advice helps you to stay focused during periods of uncertainty, and it makes a significant difference in your financial outcomes.
John Kehoe, Sr. Strategist, Financial Planning & Practice Management, Kawartha Credit Union
At Kawartha, we empower you to achieve the wealth and financial security you desire with the service and expertise you truly deserve. Your financial success is not just a number; it's our passion and purpose. Discover a financial partnership that puts you first – because your financial well-being deserves nothing but the best.
Let’s work together to create a plan that not only addresses your immediate concerns but also sets you up for growth and success in the future. Book an appointment with an advisor today and discover the Kawartha difference!
“Absolutely fantastic experiences! Great advice on planning my financial future and very knowledgeable of multiple accounts to ensure the greatest plans to accommodate my lifestyle. Plus, a fantastic way to invest in local businesses.” – Christopher A.
“I always feel welcome when I come in for any sort of service. The staff are very friendly and happy to help. They have gone above and beyond several times to help me with things like my mortgage, RRSPs, and great financial advice when I was let go from my job with a large severance. They always double check their work and never pressure me into anything when it comes to investing my money. I’ll be a lifelong Kawartha member.” – Andrew R.