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Life and Health Insurance Advisor
Investment Fund Advisor*
I HELP Business owners and Professionals to achieve Financial Security. To protect their Family, Businesses Assets and your long-term Retirement Planning goals no matter what happens in an uncertain world.
I will help you review your situation and propose a two-pronged approach: grow your assets so you can carry out your plans, and financial security so that you can protect yourself, your loved ones and your lifestyle from life’s unexpected challenges. Your values, needs, and preferences are what will guide me when I propose the best possible solution for you.
My mission is to provide sound advice and help you achieve your financial security goals by listening to your priorities and aspirations. I help you identify your short and long-term needs and develop a suitable financial security plan.
The values that motivate my commitment to you: F.O.R.E.
I look forward to you putting me to the test.
I am 100% committed to developing the best financial strategy for you, to being accessible, and to providing top-quality advice and services that are a perfect fit with your needs, in order to:
Protect you in the event of disability, loss of independence or critical illness
Plan ahead so you can finance your goals
Manage your debts
Determine your financial needs for retirement
Prepare for your estate settlement plan
I will enjoy working with you through all of life’s changes to guide you in your financial decisions.
* Mutual funds are sold through Desjardins Financial Security Investments Inc.
About Desjardins Financial Security Independent Network
Desjardins Financial Security Independent Network (DFSIN) is committed to its clients’ financial success. As financial services advisors, we constantly strive to offer solutions that can help clients reach their goals.
DFSIN has access to a wide range of products, and is constantly seeking new ways of meeting the ever-changing needs of its clients. Through its partnership with Desjardins Insurance1, the Network is breaking new ground in product offerings for its clients. It is an integrated, personalized and progressive approach that makes the difference.
DFSIN specializes in the distribution of financial products and services. We have more than 1,600 financial services advisors ready to serve you in over 40 locations across Canada.
Our strength is the support and training our associates receive to help their clients achieve financial peace of mind.
DFSIN continues to grow coast to coast!
Desjardins Highlights: with $275.1 billion Total assets, $2,151 million Surplus earnings after taxes and before member dividends, Ranked 4th Safest Bank in North America according to Global Finance, Ranked 2nd on Corporate Knights’ 2015 list of 50 Best Corporate Citizens in Canada with $320 million returned to members and the community