Maxine Petersen

WORK HISTORY

SKILLS

ABOUT MAXINE PETERSEN

Maxine Petersen has been in the financial services industry for over 14yrs starting at one of the largest banks in Canada. The past 7yrs has seen her focus on the Private Sector where she helps her clients get educated on possible options that are available outside the traditional avenues of investing. Options BEYOND - Stocks, Bonds and Mutual Funds.A client can make better decisions regarding the allocation of his or her hard earned funds if they are properly informed. Maxine prides herself in assisting her clients by providing a \"fresh look\" at their current portfolio and helps to pinpoint investments that are best suited to their specific needs. This approach provides for a reduction in portfolio fee\'s and includes attractive interest rates and profit sharing where, in many cases, the client is in a priority position and therefore in front of management. If you want more info regarding the advantages of Private Market investing, please email Maxine. She will provide information on time horizon, rate of return, liquidity and the various types of investments that are available to eligible clients.If your uncertain of your \"eligibility\", Maxine can also help to answer those questions.Most investment opportunities are RRSP-LIRA-TFSA-RRIF CASH Eligible.CLIENT TESTIMONIALMaxine has helped myself and many friends invest and see results. Maxine’s attention to detail is both impressive and amazing. She is very helpful and certainly keeps me on track. She also helps to find alternatives and options that are best for you; the investor. She has set up a meeting space if needed and the best part is she will come to you. I have and will continue to recommend Maxine for anyone who is looking to invest whether you are a beginner, intermediate or advanced investor. Her customer service really is outstanding as she goes above and beyond expectations. Paula P.