Specializing in Life, Health Insurance, & Investments
Giving You Time To Focus on What Matters
Let Me Help You Manage Your Private and Corporate Finances
A National Network of
Financial Advisors
Specializing in Life, Health Insurance, & Investments
Giving You Time To Focus on What Matters
Let Me Help You Manage Your Private and Corporate Finances
Let Your Money & Investments Grow
Providing Investment Management & Strategic Wealth Planning
Desjardins Financial Security Independent Network (DFSIN) is a national network of financial advisors specializing in life, health insurance, and investments. At Desjardins Financial Security Investments Inc. (DFSI), we are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, I strive to be my clients' trusted planner.
Our Philosophy
Our philosophy is simple - we want to get to know you to help you make the best decisions possible. This goes back to our roots when Alphonse Desjardins (1854 – 1920), our founder, set about his idea for a “people’s bank.” His idea was simple – to provide financial services to working people.
Our Process
A strong planning process is crucial to create a financially secure plan that seeks to protect your needs now and for the future in a tax-efficient manner. My goal is to assist you in building a solid financial structure that will stand the test of time and grow and build wealth for you and your family.
Investments
Investments can play a key role in your financial security plan. A mix of registered and non-registered savings, income, and pension plans can help individuals achieve short and long-term goals. For employee groups, we can offer advice on registered and non-registered savings and pension plans.
Insurance
Your financial security is our priority. We know you've worked hard for your money. That’s why we work hard for you. Your financial security is important, and it's about more than just money. It’s about peace of mind, today and tomorrow.
Experience a Better Way to Live With Your Finances and Assets
My years of experience start with understanding where you are financially and to figure out where you want to be. “You may know what you need, but to get what you want…better see that you keep what you have.” ~ Stephen Sondheim. It doesn’t have to be complicated - with my support, make better financial choices for better financial health!
Our Latest News & Updates
Debt Management
How to survive the unexpected. It is hard to imagine how many will survive the effects of the pandemic with heavy debt loads. It's important to evaluate your priorities. If your financial situation has changed, you need to update yourself to account for your new reality. Do you find talking about?
Retirement Strategies
Debunked: Myths about retirement…which retirement myth is killing your financial security? Don’t put your golden years at risk! How much do I need to retire? Fidelity's rule of thumb: Save 10x your income by age 67 – Key takeaways: Aim to save at least 1x your salary by 30, 3X.
Wills & Legacies
Legacies & bequests Wealth transfer strategies, with a Will /with no Will on death. The meat of the will is ‘who gets what. There are two primary strategies for setting out who gets what from your estate: The ‘pool then split’ strategy involves pooling all assets and paying all expenses.
STATISTICS ABOUT US
Desjardins is a Financial Institution with the Largest Regional Presence in Quebec and Well Established in Ontario
Wealth Management
Your financial security is our priority. We know you've worked hard for your money. That’s why we work hard for you. Your financial security is important, and it's about more than just money - it’s about peace of mind, today and tomorrow.
At DFSIN and DFSI, we have qualified advisors to assist you with your investment planning. With their advice and expertise, they can offer you customized strategies, which will enable you to achieve your financial objectives.
As a financial planner at DFSIN and DFSI, I look forward to meeting you and understanding your goals and needs. As a professional in the field of insurance and investments, my understanding of people's goals and aspirations has created a lasting bond over two decades. The key to their success has been my passion for excellence.