Process

A strong planning process is the best way to create a financial security plan. It is crucial to create a financial plan that protects your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.

With these goals in mind, we will work together to assess your total financial security planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.

This goal-based financial security planning approach is designed to help you:

Define customized short and long-term goals that ensure you choose only the right financial products and services
Identify roadblocks or gaps that might impact your financial planning strategy
Continually monitor your plan to ensure it meets your changing needs

Contact me today to find out more about my financial security planning process and learn how a sound financial security plan can help you achieve your goals.

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Testimonials

“Over the years, David has been providing us with investment products and services which are key information to our RRSP's, future retirement income, life insurance, pension income etc....

C. and R.F.

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Desjardins Financial Security Investments Inc. (DFS Investments) is a corporate body separate and apart from Desjardins Insurance¹.

DFS Investments is a mutual fund dealer registered in every Canadian province and Territory and an exempt market dealer registered in Quebec. It is also registered in every Canadian province and territory for the distribution of insurance products. DFS Investments' advisors may be qualified to provide advice on mutual funds, exempt market products and other investments products, among other things.

In Quebec, DFS Investments is also registered as a restricted dealer, a group insurance of persons and a financial planning firm.

Unless otherwise indicated, investments in products distributed by DFS Investments are not insured, in whole or in part, by the Canada Deposit Insurance Corporation or by another public deposit insurance fund, as the case may be, nor are they guaranteed, in whole or in part, by Desjardins Insurance¹, and their value is subject to market fluctuations.

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¹Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.

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