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Herod Financial Services is a team of Client Focused, Process Driven and Goal Based Financial Planners and Service Advisors. We believe in building lifetime relationships through active listening and responsive interaction, resulting in decisions that are “In Your Best Interest”.


Amy Lee Photo Amy Lee Hover Photo
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Amy Lee

B.A.

Amy Lee

B.A.

Marketing Assistant - Lakefield
Manulife Securities Incorporated

More than just the first person you meet in the Lakefield office, Amy is responsible for the smooth operation of the office, assisting in developing and maintaining great client relationships.

Amy has spent most of her life in the Peterborough area. She graduated from St. Peter’s High School and then went on to complete a BA in History at Lakehead University and a diploma in Office Administration at Sir Sandford Fleming College.

Amy lives just outside of Lakefield with her husband and two children.


Bus: 705-652-7777
Toll Free: 888-250-7777
Fax: 705-652-0707

Roberta Herod Photo Roberta Herod Hover Photo
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Roberta Herod

Roberta Herod

Marketing Assistant
Manulife Securities Incorporated

Roberta joined Herod Financial Services in 2003. Today, she handles most of the “behind the scenes” issues – HR, purchasing, marketing, vendor liaison, and technology.

She spent the first part of her career in the “rag trade” as a fabric artist, then moved to sales with Canon Canada and GM. Ten years with the Ontario government fine-tuned computer and organizational skills.

Roberta was raised in Peterborough. She attended the University of Western Ontario and Sir Sandford Fleming College. She is an avid reader, traveler and “paper artist”. When not at work, she can be found on with her grandchildren or Phoenix, her beloved black lab or volunteering with Peterborough Kawartha or the CMHA-HKPR. She is a member of the Women’s Business Network.


Bus: 705-741-5287
Toll Free: 888-250-7777
Fax: 705-741-3438