OUR APPROACH

A PLAN DESIGNED JUST FOR YOU

We start by asking you about your goals. Then, we talk about your concerns and the things that matter the most to you. Once your DFSIN advisor knows what you’re striving for, they can create a comprehensive plan for your future that will bring your goals into focus while minimizing the impact of any curveballs that life may throw you. Over the years, they will work proactively to recommend financial strategies that will keep your plan in step with your life and your needs. You can count on your advisor to help you protect your quality of life and that of your loved ones many areas.

And with help from the wealth management team, your DFSIN advisor will make sure that you’re using the right strategy - not just for this year, but for your life as it changes. Our comprehensive wealth management services cover.

YOUR PERSONAL FINANCES

• Budget planning

• Debt management

 

YOUR INSURANCE NEEDS

• Life insurance

• Living benefits

YOUR INVESTMENTS

• Investment selection, investor profile and periodic reviews

• Second opinion on your portfolio

• Estate planning

• Automated personal savings

• Borrowing to invest

OPTIMIZING YOUR TAXES

• General assessment

• Analyzing how investment portfolios are taxed

• Tax strategies while you’re living and for your estate

• Government programs

 

YOUR RETIREMENT PLANNING

• Determining your goals and needs

• Risk management

• Accumulation strategies

• Payout strategies

LEGAL ASPECTS

• Wills

• Marriage

• Common law union

MEET A DFSIN ADVISOR

Regardless of where you live, one of our DFSIN advisors will help you achieve your financial goals.

Find your Advisor