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Help clients make the most of today. And plan for tomorrow. Money for Life.

About Pettigrew Financial Services Inc.

Tim Pettigrew* CHS™

Tim PettigrewAs a Sun Life Financial advisor since 1983, I've helped many clients make informed financial decisions to reach their goals. My father, George, started helping clients make sound financial decisions back in 1958 with Mutual Life. I'm proud to continue his 40-year dedication to customer service and care. My team and I have a sincere respect for the needs of clients who come to us for help. We listen to clients and strive to meet their insurance and investment needs with a focus on integrity, knowledge and the highest standard in client service. By developing a relationship with you, I'm able to look at the bigger picture and make recommendations today that can help meet your financial needs tomorrow. With regular reviews, we can make adjustments to your plan as your needs change over time. Whether you're single, raising a family or running your own business, I have the expertise to help you maximize your income, protect your savings and retire your way.
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Ken LeRose*, B.Sc., MBA
Associate Advisor

Ken LeRose As an Associate Advisor, I can give you the insight, support and useful solutions to meet your needs and help build your financial strength. I graduated from University of Alberta with a Bachelor of Science degree and Gonzaga University with a Masters of Business Administration degree. The combination of my education and experience in the Kootenay Region gives me unique insights into your financial situation. Together, we can build a customized plan that will help shape your future. Whether you're single, have a family or you own a business, I can help you achieve lifetime financial security.
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Marly Jeffries* RFRA
Licensed Administrative Assistant

Hired in January, 2018, Marly brings six years of financial administration experience to enhance client service. She received her designation as a Registered Financial and Retirement planner from the Canadian Institute of Financial Planning. She takes pride in helping clients retire their way.


* Mutual Funds distributed by Sun Life Financial Investment Services (Canada) Inc.