Who we are

Peacock Planning and Advisory Corp. is a Windsor-based insurance and wealth management firm. Founded by industry veteran Ned Paunic in 2022, the firm caters to families, professionals, and business owners, offering creative financial planning and insurance solutions, and robust investment advice.

Collaborating with an exclusive network of financial specialists, accountants, and tax and estate planning experts, the firm ensures that clients receive specialized, up-to-date advice tailored to their unique situations.

“We build client relationships based on integrity, honesty, and trust. I feel so fortunate to have built a career around helping people reach their financial goals,”

- Ned Paunic

Ned Paunic headshot

Ned Paunic, CFP®, BA (Econ)

Founder and President, Peacock Planning and Advisory Corp.
Certified Financial Planner (CFP)
Investment Representative

“My life’s path is to be of service to others.”

Ned has been a financial security advisor since 2001, specializing in personalized financial planning solutions for families, professionals, and business owners. He is dedicated to serving his clients' unique financial needs and strives to meet their individual goals through strategic planning. With a focus on education and advice, Ned guides clients in navigating insurance and investment strategies, developing comprehensive financial plans, and building long-term relationships based on integrity and trust.

As a member of Advocis since 2001, Ned is committed to advancing the professionalism of financial advisors in Canada. He has served as an instructor at St. Clair College since 2008, where he mentors the next generation of finance professionals. Ned has a bachelor’s degree in economics and holds the prestigious Certified Financial Planner designation, recognized globally for excellence in financial planning.

Outside of his professional commitments, Ned enjoys spending quality time with his wife, 2 children, and friends. In his spare time, he enjoys bike riding, and savoring espresso macchiatos.

Ann Lucente

Insurance Advisor
Investment Representative

  • Would you like to enhance your net worth and grow your wealth?
  • Would you like to get rid of debt and protect your assets so they can increase your wealth at the same time?
  • Would you like to uncover lifetime financial wellness?
     

Let my regulatory knowledge gained through years of experience working in the public sector work to your advantage. I can help navigate 20+ statutes and legislated policies with the utmost discretion and confidentiality. Let me show you how insurance can help to protect your peace of mind, foster saving habits, protect your assets and delete your liabilities. Let’s explore options and find personalized solutions together!

 

Select plans :
https://www.e-benefit.com/en/eb/sonata/hl/744486558e2b7ceb705760f444949986d929ce1b8fc1f2d82ced21cbbd8ee2c7

 
Guaranteed plans:
https://www.e-benefit.com/en/eb/plandirect/hl/744486558e2b7ceb705760f444949986d929ce1b8fc1f2d82ced21cbbd8ee2c7