Pelorus Financial Group provides corporate and personal financial, insurance and group benefit solutions. You benefit from a highly personalized planning approach built on a thorough process of discovery that is tailored to meet your special needs, and those of your family, estate and business. We take the time necessary to understand your unique set of challenges and develop a program that allows you to take control.
Targeted employee and executive benefits, pension and wellness solutions that build, protect and motivate your corporate team. Personalized financial, life and insurance planning that protects you, your family and your business while ensuring you achieve your most important goals. A pelorus was an innovative navigational instrument used by mariners in the 18th century to measure relative direction.
Targeted employee and executive benefits, pension and wellness solutions that build, protect and motivate your corporate team. Personalized financial, life and insurance planning that protects you, your family and your business while ensuring you achieve your most important goals. A pelorus was an innovative navigational instrument used by mariners in the 18th century to measure relative direction.
Services
The Pelorus Financial Group grew out of an independent financial advisory practice initially started by Michael Greenwood, CA, CFP, TEP and Glenn Fabello, CFP in 1999. It was built from their combined experience while working for one of Canada's leading wealth management and insurance companies.
Pelorus Financial Group was built on the foundation of a dedicated, tight knit team of professionals, who care and are passionate about working closely with clients to create tailored solutions that make a difference.
Pelorus Financial Group was built on the foundation of a dedicated, tight knit team of professionals, who care and are passionate about working closely with clients to create tailored solutions that make a difference.
We are a Leading Provider of Corporate and Personal Financial, Insurance and Benefit Planning Solutions. With Pelorus' personal planning, you benefit from comprehensive value based life planning that is combined with risk and wealth management programs. We help organize and simplify the process of achieving the goals most important to you (your children's education, organizing a wedding, purchasing a cottage, retiring, just to name a few).
The two founding partners are committed to building a personal and corporate financial advisory team focused on developing a deep understanding of their clients' circumstances, values and goals. They bring a competitive desire for excellence with a thoughtful perspective on life's challenges based upon extensive personal and professional experience.
Brendan works with incorporated professionals and business owners to build financial independence and security for his clients and their families. He works with a full range of insurance and investment products to custom tailor solutions. Prior to working with Pelorus Transition Planning, Brendan worked as an Associate at Canaccord Genuity Wealth Management where he managed strategy and operations for the Canadian Wealth Management unit.
Over the last dozen years, Mike Greenwood and the team at Pelorus Wealth Management have continued to provide us with consistent, sound financial advice, both for our portfolio that he manages, for a multitude of other key decisions. Equally important is their follow-up and attention to detail which are second to none, both of which are critical to a successful, ongoing relationship.
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