SAFEGUARDING YOUR FINANCIAL FUTURE AT EVERY STAGE OF LIFE
Life is a series of challenges and opportunities. You deserve to treasure every second without worrying about the financial future you want for yourself and your loved ones.
AN ADVISOR THAT YOU CAN TRUST
Your life is constantly changing: having a family, buying a home, changing jobs, facing health issues, transferring your business, planning, and your retirement. That’s why I will make sure your financial strategy is in step with your reality, while growing your assets and maintaining your quality of life.
COMPREHENSIVE ASSURANCE
Every financial decision has an impact on your path to achieving your financial goals and maintaining your lifestyle. You can count on me as your advisors for expert financial advice that will help you protect your savings and make sure your family is well taken care of. Working with a multi-disciplinary team; we work together to regularly reassess your financial plan and your situation to make sure you’ve got the right strategy in place at the right time.
INDIVIDUALS/FAMILY
• Life insurance
• Critical illness insurance
• Health insurance
• Disability insurance
• Income Protection
• Income splitting
• Budgets
HOME PURCHASE
• Home Buyers’ Plan
• Mortgage insurance
CHILDREN
• RESP
• TFSA
• Debt management
• Ensuring insurability with life and health insurance
INVESTMENT
• Term investments
• Guaranteed investment funds
• Segregated funds
• RRSP and TFSA
• Borrow to invest
RETIREMENT PLANNING
• Retirement income planning
• Income splitting
• RRSP, TFSA, RRIF
• Long-term care insurance
RETIREMENT
• Retirement needs assessment
• RRIF
• Life income fund (LIF)
• Locked-in retirement income fund (LRIF)
• Annuities
Desjardins Financial Security Independent Network
A SOLID NETWORK
I decided to work under the banner of Desjardins Financial Security Independent Network, one of the largest distribution networks of financial products and services in Canada, because I have access to many different financial companies. This allows me to make objective recommendations that are best suited to you and your situation.
Desjardins Financial Security Independent Network is a partner of Desjardins, the leading cooperative financial group in Canada, which gives my network proven financial stability and unmatched support.
THE VALUE OF FINANCIAL ADVICE
Research has shown that there’s real value in financial advice and that it provides an undeniable advantage to investors.
• Households that have had an advisor for 15 years or more accumulate 290% more in assets (3.9 times more) than households that haven’t.
• Households that have an advisor have 2.1 times more financial assets than households that don’t.
• Investors who have an advisor are more confident and more likely to have a comfortable retirement if they’ve received financial advice for at least 10 years.
• Advisors can help investors manage their emotions, which can add approximately 1.5% to portfolio returns.
HAPPY CLIENTS
