Your Future and Working Together Today

We believe everyone has the right to a good education, a decent home, and adequate protection from the economic fears of old age, sickness, accident, and unemployment.

Forgrave Financial, formally Waters Financial, have been serving the Trent Hills and surrounding area since 1965. With over 50 years of local history, their team is dedicated to help design your “retirement and estate financial plan” based on your desires, needs and wants. Whether you’re saving for retirement, protecting your assets, or want to leave a legacy, it’s important that your money grows in a manner that keeps you on target to achieving your goals.

Meet Our Team

                        

    Brooklyn Allan                 Amy DeNure            Renny Hay

  Financial Advisor          Licensed Assistant      Admin Assistant

Brooklyn is licensed for mutual funds in the Provinces of Ontario and British Columbia and is licensed for Life and Health insurance in the Province of Ontario. Amy is licensed for mutual funds in the Province of Ontario.

With a variety of products in the marketplace, each with distinct levels of risk and investment advantages, their team will help you find one uniquely suited to you. Some examples of the financial products they offer are, retirement savings plans, tax free savings accounts, GIC’s, life, disability, critical illness, travel and long term care insurance, employee benefits and planned charitable giving in Ontario.

                                       

Together Let’s Create, Grow and Protect your Financial Plan.

 

We offer free “no pressure-no obligation” financial consultations by email, telephone or in person.  Click the “Contact button” at the bottom of the website to book a free consultation.

 Forgrave Financial Services and

Desjardins Financial Security Investments Inc., is located at:

  45 Bridge St E., P.O. Box 1299,

Campbellford, Ontario, K0L 1L0

Phone: 705-653-2528

Toll-free 1-877-438-3494

Fax: 705-653-5050

Email: forgravefinancial@persona.ca

“We are in the heart of Campbellford and home of the Toonie!

 

Mutual funds are distributed through Desjardins Financial Security Investments Inc.  For insurance  products,  Desjardins Financial Security Investments Inc. acts as a national life insurance brokerage agency.