About Us
Think of all the great ideas and insights that have come from a conversation over coffee.
We are here to listen, no agendas, pre-formulated stratgies, just talk about what matters most to you and your goals for the future.
Why us?
We think there are a lot of people who sell products and services that forget one very simple fact – the person they are interacting with is a human being, just like them. They have hopes, fears, dreams, and aspirations just like anyone else, yet often when it comes to business all that matters is the next sale. People become a transaction. We can’t do that.
Let us elaborate.
Most financial advisory firms focus on the ‘ultra’ wealthy and ignore those with less. What about everyone else? The successful business owner with no employees, the startup company, the family who doesn’t own a Lamborghini? We are honoured to have the opportunity to work with everyone in the fulfillment of their hopes, dreams, and aspirations.
We do what we do because it is our passion.
We are your no-nonsense, get it done, always got your back, make you laugh, tell it to you straight financial partner.
Doors open for those who knock
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Meet the team
One could read our bios and understand where we have worked and our educational backgrounds, but it doesn’t truly encapsulate who we are. Each of our team members are interconnected and dependent upon one another to get things done and without trust, reliability, harmony, and of course laughter, we simply couldn’t be the exceptional team that we are.
Pamela Coquet
INVESTMENTS, INSURANCE, AND PLANNING
Pam is the CEO of Savanti Insurance Agency Corporation and an investment advisor with Savanti Investment Team (through PEAK Securities Inc.). She has been in the industry for over 15 years and founded Savanti to create something unique; something unlike the traditional financial companies. She has brought the right team of people working cohesively together so all the components of a client’s plan work in unison, never in a silo.
Why choose us?
One of the biggest advantages we have as independent advisors is that we can give you unbiased advice. Often, financial advisors who work for banks and insurance companies can only guide you in a way that benefits the company they work for. Not us – we do things differently.
We are an independent insurance broker. We can find the insurance product that is truly right for you from a wide range of companies, unlike captive agents who can only represent one company alone.
As independent financial advisors, we can provide you with unbiased advice and solutions that are never limited by proprietary products. Expert investment planning that aligns with your goals.
Ready to get started?
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