D. Robertson Financial Services Inc. is a second-generation business that knows first hand the importance of proper insurance and succession planning. For more than 40 years, we have served clients in Peterborough and all of Ontario with integrity, providing you with the right insurance services to meet your unique needs. We specialize in life and mortgage insurance, critical illness insurance, disability insurance, group insurance, estate and financial planning and more.
Evening and weekend hours available by appointment.
Doug Robertson holds the “Certified Financial Planning” (CFP) designation from the Financial Planning Standards Council and is a member of the Independent Brokers Association supporting the idea that having access to all insurance and investment products allows him to choose the appropriate plans that work best for each client or company.
He has over 30 years of experience working in this second-generation business and knows first-hand the importance of proper financial, insurance and succession planning. Doug has been providing estate planning, financial planning advice and products for over 30 years.
With over 25 years of experience, specializing in general, life, disability, and group insurance, Daphne Robertson is a trusted professional who can provide many financial services for you.
Daphne is a broker with Stewart Morrison Insurance Brokers and D. Robertson Financial Insurance Inc. Both are family-owned businesses established over 40 years ago.
For honest, knowledgeable, and common sense approaches to your insurance needs – talk to Daphne.