How Can We Help? 
Close & View Our Website
“You Retire Once… I Help People Retire Everyday”
Connect With Us:
Have any questions?
What does your retirement look like? 
We help individuals, families, professionals and business owners plan for a secure and prosperous life through strategic independent planning
Learn more about how we can help.
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

Learn more.
Insurance Planning

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

Learn more.
Resources

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

Learn more.
Blendable

Activate or Log-In to Your Personal Health Care Spending Account

Learn more.

Timely Insights

September Market Perspectives and WYNTK
September 10, 2024
August was quite the rollercoaster, but in the end the S&P 500 added 2.4% for its fourth consecutive monthly gain. On top of that, all four of those months gained at least 1%. While I continue to remain constructive on equity markets, we cannot ignore the potential for some pre-election jitters and seasonal weakness over the coming months.
Week in Review: Sept.2.2024 - Sept.6.2024
September 9, 2024
‍The S&P 500 index fell 4.2% last week marking its largest weekly loss since March 2023, amid worries over weaker-than-expected August job growth and AI demand. While the weekly drop starts September on a sour note, the market benchmark is still solidly in positive territory for 2024 with a year-to-date climb of 13%.
Week in Review: Aug.26.2024 - Aug.30.2024
September 2, 2024
The S&P 500 index edged up 0.2% last week and recorded a 2.3% monthly gain amid optimism for Federal Reserve officials to deliver an interest-rate cut in September. This marks the third straight weekly gain and the fourth monthly gain in a row. For those counting, this is the seventh positive month of 2024.
Visit our Blog to view past Timely Insights.

Our Partners

Newly Established Partnership

Newsletter
Join our mailing list for the latest news and information about insurance and investing.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.