Thank you for visiting our website. Our office is conveniently located at 3473 Kingston Road in the Silvermile Plaza at the corner of Markham Road and Kingston Road.

Whether you work with me (Adele Read) or any of my knowledgeable associates, we guarantee courteous and professional service. Please give us a call or drop by and we'll be glad to help you with your insurance and financial planning needs.

I have enjoyed a wonderful career representing The Co-operators since 1995.

I've qualified for the Region Builders Sales award on numerous occasions. This is an award that recognizes top quality producers.

In 1997 I opened an office at 2281 Kingston Road to service the Scarborough community. In 1998 I became an independent agency owner. In 2004 I moved the office to Kingston Road and Markham to expand service to the Scarborough community.

I have 3 financial planning designations;

Chartered Life Underwriter, CLU
The Chartered Life Underwriter (CLU) is a professional financial advisor specializing in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning, and wealth transfer. For more than 80 years, the CLU designation has been widely recognized as a mark of excellence in the industry.

Chartered financial Consultant, CH.F.C.
A Chartered Financial Consultant (CH.F.C.) is a financial advisor with advanced knowledge in wealth accumulation and retirement planning. An advisor with a CH.F.C. is an expert in retirement planning and capital accumulation strategies.

Certified Financial Planner, CFP
The Certified Financial Planner (CFP™) designation is an internationally recognized standard for financial planning. It is granted by the Financial Planners Standards Council (FPSC). Advocis is one of the FPSC's founding member organizations offering courses leading to the CFP designation. An advisor with a CFP may help you with personal financial planning and offer advice on investment products and strategies.

www.fpsc.ca 

Certified Professioanl consultant on Aging, CPCA
I am also a Certified Professioanl consultant on Aging (CPCA), formerly known as CSA (Certified Senior Advisor)

http://www.cpcacanada.com/about.html

I'm a proud member of Advocis since 1988, that's more than 20 years experience!!
Advocis is committed to professionalism among financial advisors. Our members are professional financial advisors who adhere to an established professional code of conduct, uphold standards of best practice, participate in ongoing continuing education programs, and maintain appropriate levels of professional liability insurance and are committed to putting their client interests first.  I'm sure you'll find with my more than 20 years experience and acquired education in insurance and financial planning that we will be able to provide the service, products and expertise that you should expect for your Insurance agent and Financial Planner

I am an inaugural member of The Guildwood Business Networking Group and out going President in 2010 and 2012.
Guildwood Business Networking Group (GBNG) is an informal, non-profit networking and referral organization that promotes and supports businesses
in the Guildwood community.
www.guildwoodbusinessnetworkinggroup.com

http://www.advocis.ca/content/Find-profile.aspx?id=v+/pppO8+OY=

www.advocis.ca

I'm also a member for many years of Verity, a womans club in the GTA where Business and Executive woman get together to socialize and network.www.verity.ca

Our business is to protect your assets and help you accumulate wealth!