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About Us

A personal finance and retirement planning service built on clarity, discipline, and realistic expectations.

Who We Are

Who we are and what we do in personal finance

Peterborough Square Investments is a service focused on personal finance management and retirement planning. We help people build long-term savings through a clear, calm, and transparent approach.

Our goal is not to complicate financial planning, but to make it accessible to individuals who want to prepare for the future without aggressive marketing, complex terminology, or unrealistic promises.

A simple, accessible approach

We believe long-term saving should not be a privilege reserved for wealthy clients. People need a clear plan, a transparent process, and a well-structured asset allocation that reflects their goals and time horizon. Our approach emphasises clarity, consistency, and realistic expectations — combining traditional financial instruments with modern assets, including a small allocation to bitcoin as part of a diversified long-term strategy.

20K+
Users have chosen long-term planning
93%
Keep following their chosen strategy
328+
Financial strategies implemented
Our Mission

Making long-term financial planning clear and accessible

We offer a transparent, structured approach that helps everyone move towards their financial goals with confidence — without unnecessary risk or overly complex solutions.

Simplicity and accessibility

We make financial planning understandable, even for people who have never dealt with investing before.

  • Clear steps without complex terminology
  • A structured approach to saving
  • Accessible at any income level

A long-term approach

We emphasise stability and consistency rather than fast, risky decisions.

  • Priority on long-term goals
  • Discipline and regularity
  • Reduction of unnecessary risk

A balanced strategy

We use diversification and modern instruments within a well-structured financial model.

  • A combination of traditional assets
  • Limited allocation to modern instruments
  • Transparent distribution of funds
Our Presence

We operate in Canada, France, and Belgium

In each of these countries we work with licensed local partners to ensure full compliance with financial and crypto regulatory requirements. This approach lets us maintain transparency and reliability while respecting the legal framework of each jurisdiction.

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Partnerships

We cooperate with regulated and verified partners so that all operations are carried out through legal, secure financial infrastructure.

  • Licensed brokers for stocks and ETFs
  • MSBs registered with FINTRAC (Canada)
  • PSAN entities registered with the AMF (France)
  • Partners compliant with FSMA requirements (Belgium)
  • Regulated OTC desks for bitcoin purchases
All financial operations, including asset purchases and custody, are carried out through these partners. Peterborough Square Investments does not hold or manage client funds.
What We Do

A clear, structured long-term planning process

A straightforward approach that helps build a long-term savings strategy without unnecessary complexity or speculative decisions.

01

Define your goals

We help build a core financial strategy based on your long-term goals and current situation.

02

Structure the asset allocation

We determine an appropriate allocation of funds and create a balanced savings model with diversification, including limited use of modern financial instruments.

03

Implementation and consistency

We set up a clear process for regular contributions and a transparent framework with no hidden conditions.

Why Clients Trust Us

Reliability and transparency

We structure our work so that users clearly understand how the strategy is built, how funds are allocated, and what principles the whole process rests on.

Our model is based on accountability, regulatory compliance, and cooperation with licensed partners in Canada, France, and Belgium.

  • A clear, understandable financial structure
  • A disciplined, long-term approach
  • Cooperation with regulated financial and crypto partners
  • A transparent allocation and reporting process
  • Focus on realistic, manageable long-term planning
Get Started

Ready to start saving for your future?

Get a free consultation. We’ll explain how it works in your situation — no pressure, no jargon.

Request a Consultation