Mara Callisto - DFSIN
Mara Callisto, CPA, CGA
- Life and Health Insurance Advisor
- Investment Fund Advisor*
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, keeping in mind the values that motivate my commitment to you:
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 projects;
- Manage your debts;
- Determine your financial needs for retirement;
- Prepare for your estate settlement.
Moreover, with my commitment to continuing education, I can provide you with pertinent, timely advice to guide you with your financial security planning. I offer you my expertise and knowledge to help you carry out your most important goals.
I stay on top of all the latest developments in the area of financial security planning and continually update my knowledge to ensure that I can offer the best and most current advice, with your needs front of mind.
I am associated with Desjardins Financial Security Independent Network, a major distributor of financial products and services that gives me all the support I need to provide the excellent service my clients have come to expect. Being a part of Desjardins Insurance1, a leader amongst Life and Health Insurers in Canada, Desjardins Financial Security Independent Network and its Quebec counterpart SFL have over 1,600** partner representatives and more than 40 financial centres and sub-branches from coast to coast.
1 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.
* Mutual funds are distributed through Desjardins Financial Security Investments Inc.
** As of March 31, 2016