Bocking Financial Solutions Inc.

Peter Bocking

Peter Bocking
Financial Advisor
Bocking Financial Solutions Inc.

Peter represents the future of Bocking Financial Solutions Inc. as the second generation of the family business. Peter is committed to upholding the values that set his company apart – trust, integrity and personal client care. After spending time as a retail business manager and personal insurance broker, Peter decided to transfer his financial background and relationship-building skills to helping young families plan for their future.

Being part of the market he targets, Peter knows first hand what 25-45 year olds are facing financially:

Launching a career
Incurring major debt (car loans, student loans, mortgages, credit cards)
Getting married
Buying a home
Starting a family
And eventually second mortgages, new homes, renovations and other costly projects

Peter understands that what young people need first is knowledge. Instead of product-based selling, Peter prefers to start with needs first by asking new clients “What is important about money to you?” Answers run the gamut from security, manageable debt, and cash flow to attaining a comfortable future that includes financial independence and travel. Developing a financial plan that matches industry knowledge to individual goals means clients are well-equipped for the road ahead.

In keeping with this philosophy, Peter hosts bi-monthly educational seminars open to the public. Participants can learn how to start working towards financial independence in a non-pressured and fun environment. Actively involved in community theatre, Peter’s animated and warm personality is appreciated by attendees and clients alike.

If you are between 25 and 45, contact Peter to find out about your financial planning options – knowledge is truly where the power lies in building a secure future.