About CLDI

Focused on your individual needs – responsive and convenient.
CLDI offers financial coaching, planning and consulting services focused on you and your goals. CLDI strives to accommodate clients’ busy schedules and is available for consultation by telephone and video conference.

While CLDI does not sell investments, we may refer you to trusted professionals if required. Our network also includes mortgage, real estate and insurance specialists as well as legal services.

Over the past 30+ years, CLDI has found that clients benefit from our services over the long-term, through different stages of life or the business cycle. 
The founder and principal of CLDI is Margaret (Peggy) Cameron R.F.P. (Registered Financial Planner), MBA, a noted and respected financial specialist with an background in business, financial and retirement planning. Peggy's passion for sharing knowledge became a business helping people achieve magical success – both financial and personal. She has been consulted by the Globe and Mail, Investment Executive, and MoneySense Magazine for their family profile sections.

​Peggy’s personal goals currently include achieving a third-degree black-belt in TaeKwon Do (achieved 2021) and singing jazz standards outside the shower.

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Contact CLDI today so that together we can establish a financial future with you.