Personal Financial Planning

Basic Financial Needs Analysis
Comprehensive Family & Corporate Financial Planning
Simple & Advanced Tax planning
Retirement planning
Estate planning
Debt Management Advice
Mortgage and Finances Planning
Long term goals & Needs
Risk Management
Budgeting
Annual goals & check-up’s
Educational seminars and events, newsletters

Your personal plan may include some of the following solutions:

Mutual funds
Segregated Funds with Capital Guarantee/Guaranteed investments
Annuities- Life & Term
Guaranteed Investment Certificates (GIC’s)
Life Insurance
Critical Illness Insurance
Disability Insurance
Consulting and networking with other professionals

Mutual funds are sold through the dealer, Desjardins Financial Security Investments Inc.