“IF YOU WANT TO BE WEALTHY, BE INVISIBLE.™”
As a marketing consultant with years of experience working alongside financial advisors - both as clients and service providers - I've had the opportunity to observe a wide spectrum of professionals in the financial industry. Frankly, the majority offer little beyond cookie-cutter strategies and surface level insights.
Peter Sintic, however, is a clear exception. From our very first consultation, it was evident that Peter operates on an entirely different level. He not only understood the protection needs of my family but also demonstrated a deep command of the complex wealth-building strategies required in today's financial landscape.
What sets Peter apart is his ability to deliver truly personalized advice. His professionalism, insight, and strategic thinking are far beyond the industry standard. I appreciated that he didn't offer a one-size-fits-all solution, but instead took the time to understand my goals and crafted a plan specifically aligned with them.
I am incredibly thankful for Peter's services and expertise. He has become a trusted advisor on my team, and I wouldn't consider working with anyone else.
KEVIN
I was referred to Peter Sintic by a colleague during a business aquisition that required corporate key person insurance. Despite not being based in the same city, Peter made the effort to travel and meet me on short notice - a gesture that spoke volumes about his professionalism and commitment.
From the moment I walked into the coffee shop, I knew exactly who he was. Peter made an excellent first impression, and as we discussed my options and requirements, it quickly became clear he possesses deep expertise and insight into the insurance aspects of business planning. He guided me through the process with clarity and efficiency.
What started as a conversation about insurance naturally expanded into broader financial topics, ultimately leading me to select Peter as my professional financial advisor. I now rely on him for guidance in all key areas of my professional and personal financial planning, including retirement preparation, wealth creation, insurance considerations, and tax planning.
I look forward to continuing to work with Peter and highly recommend him to anyone seeking a knowledgeable, proactive, and trustworthy financial advisor.
CHRIS
It was over 20 years ago when Peter walked in through the door of the company where I was working at the time. I was without an investor, already investing and contributing money regularly and looking for a new direction. His timing was right. Peter had a no nonsense way of explaining aspects of the financial world that was fairly new to me. He actually made it more accessible.
I took a chance and gave him the pension fund I started building with a previous employer to manage. When he did well with it, I became comfortable investing more and more as well as having Peter look after my mortgage when it came time.
In the years that followed, Peter would offer me some great ideas on how to invest. He even helped me with a creative solution for financing the purchase of my first cottage.
A few years after that, I met the man of my life, Charles. After bringing Charles into my meetings with Peter, he came to trust Peter's skills and expertise in finance and started investing with Peter as well. So far, I am pleased with the results. We have weathered through some ups and downs in the market and Peter has been the steady hand throughout. We hope to do business together for many years to come.
CATHERINE and CHARLES
Peter has been the one constant person through most of my financial journey and I value our relationship more than he knows.
TAMMY-JO
I have known Peter for over 30 years and have been a client for over 25 years. I started with Peter on a small scale and now Peter manages my entire securities portfolio (registered and non-registered), as well as my personal and business insurance needs.
The reason why I started on a small scale with Peter was, I genuinely enjoyed and was capable of managing my own portfolio. While I was fortunate to have much success, it was simply taking too much of the most valuable resource we all have. Time.
I came to the conclusion my working hours were better spent on my primary business and my free time was better spent enjoying with my family and friends.
Now I am a casual observer of the markets and state of the economy, and leave the professional management needs of my financial future in Peter's capable hands. Peter truly typifies the adage "Hire Well, Manage Little."
ALEXANDER