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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: Mar.11.2024 - Mar.15.2024
March 18, 2024
In the backdrop of the steepest rally in the S&P 500 in 50 years, the index traded cautiously last week as inflation data, both CPI and PPI, came in less than perfect. Investors have been fending off this information but in the end the index edged down 0.1% for the week and closed at 5,117.09, its second consecutive weekly loss. Despite this, the market benchmark is still up 0.4% for the month and 7.3% for the year.
Week in Review: Mar.4.2024 - Mar.8.2024
March 11, 2024
‍The S&P 500 index eased 0.3% last week as investors sifted through mixed February employment numbers as the benchmark ended the week at 5,123.69. This marks the first Friday in several weeks that the S&P 500 hasn't ended a week at a fresh record close. This week, all focus will be on the February CPI reading on Tuesday and PPI reading on Thursday.
March Markets Perspectives
March 11, 2024
The month of February rewarded investors as the S&P 500 advanced over 5%. This is only the 11th time in the index's history to have this level of gain since 1928. Read on as I recap financial markets in February, discuss the concentration of the U.S. equity market, and discuss the probabilities of where we go from here.
Visit our Blog to view past Timely Insights.

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