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Welcome To

Pedlar Financial

Adam Pedlar

A breath of fresh air when it comes to financial advice!

The process you will experience first hand is that I am in the business of educating clients first. I feel that if a client is informed, they are better equipped to make proactive decisions as it relates to their financial future. What aspect you decide to implement is and will always be YOUR CHOICE.

With thousands of financial products on the market, tracking down the right one for you can be a time-consuming, costly experience.  The increase in marketing strategies these past few years aim to capture your attention but do you really understand where their products stand up against others?  

You could turn to your friends, your family or your local bank for advice.  But only an independent financial advisor is able to offer you unbiased advice on products across the market.  Any other route will offer you limited choices.  Experience shows that when the choices are clearly explained, people recognize the value of independent financial advice.

Aaron Pedlar of Sterling Mutuals carries a wide assortment of NON-PROPRIETARY, best in class financial products & services that allow truly unbiased, conflict-free advice and recommendations that my clients can expect to receive.

Aaron Pedlar – the person behind the successful investor

Sterling Mutuals Inc. – the people behind the successful advisor

Regardless if you’re  just getting started in your career, on the brink of retirement or somewhere in between it is never too late to take control of your financial future.

“You Retire Once… I Help People Retire Everyday”

Services

Explore What We Offer

As a dedicated fiduciary, understanding a clients’ entire financial picture allows us to complete a detailed comprehensive strategy. This approach in turn helps our clients to take control of their financial future.

I am committed to your success and value the opportunity to work with you to achieve your various goals.

Investment Planning

Through active discussion I help you align your investment goals with your risk tolerance and expectations

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Insurance Planning

We can help you evaluate your current coverage from all sources to build a comprehensive and needs based plan.

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Resources

We have aligned with some of the top professionals in the area to provide you with the best resources.

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Blendable

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Timely Insights

Week in Review: July 15.2024 - July 19.2024
July 22, 2024
‍The S&P 500 index fell 2% last week, led by the technology sector as an issue with a software update from CrowdStrike Holdings (CRWD) drove system outages globally. The S&P 500 ended Friday's session at 5,505.00 after reaching a record intraday high on Wednesday at 5,669.67 and a new closing high at 5,667.20.
Week in Review: July 8.2024 - July 12.2024
July 15, 2024
The S&P 500 index rose 0.9% last week, trading near records, despite mixed inflation data and bank earnings. The S&P 500 ended the week at 5,615.35. and is now up 2.8% through the first half of the month. Q2 earnings season starts to ramp up this week!
Mid-Year Q2 Market Perspectives & WYNTK
July 10, 2024
Q2 was a reasonably positive one for both stocks and bond indices. However, gains remained rather uneven across equity markets, with the few technology giants accentuating their gains, while the more cyclical sectors ended the period lower. As inflation continues to cool, perhaps the Fed will follow suit with rate cuts this Fall which I believe could be a positive catalyst for both stocks and bonds.
Visit our Blog to view past Timely Insights.

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