Clarke Duncanson

Clarke Duncanson

  • Life and Health Insurance Advisor
  • Mutual Fund Representative*
  • Sales Manager

For nearly 12 years, I have been a proud partner in my clients' financial success. I have developed these relationships based on transparency and trust. Your best financial interests are always what guide me in providing you personalized solutions.

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:

  • Expertise
  • Objectivity
  • Relevance
  • Familiarity

I look forward to you putting me to the test.

Financial services and products can be complex and seem to be changing every year. With my commitment to continuing education, I stay on top of my game and can provide you with pertinent, timely advice to guide you with your financial security planning.

Research shows that people who work with a financial services professional accumulate more assets over time and benefit from a more enjoyable retirement. Thus, the work of your advisor contributes to your financial well-being.

Households working with an advisor have 2.1 times the median financial assets of those without.

Investors working with a financial services professional say they are more confident and more likely to benefit from a comfortable retirement if they have been advised for more than 10 years.1

Thanks to the support of a dynamic team and the assistance of financial service-related experts, I am able to offer you access to a full range of services and advice on tax and legal issues that will benefit your financial security situation.

While you will be working with me as your financial services professional, there is a team behind me at my financial centre and head office who are dedicated to your success.

120 King Street West, Suite 210, Hamilton, ON L8P 4V2

Office: 905-570-1200 ext. 232  |  Toll-free: 1-877-992-9978
Fax: 905-570-1270
 

clarke.duncanson@dfsin.ca

* Mutual funds are distributed through Desjardins Financial Security Investments Inc.
1 Jon Cockerline, PhD, New Evidence on the Value of Financial Advice, IFIC, 2012; and, The Value of Advice Report 2012, IFIC