We have chosen for you. It’s not the right location? You can change it anytime.
Caroline Daigle
- Life and Health Insurance Advisor
Since 2010, I have been a proud partner in my clients' financial success. I have developed these strong relationships based on transparency and trust. My passion in this industry has helped me guide my clients by offering personalized solutions. By providing exceptional local service, offering a continuous direct contact for my clients for their specific needs using a client centric approach supported bya bilingual inter-advisory team available to me through my financial centre.
Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you — I'll consider every aspect of your financial security, including:
- Establishing a personal budget
- Reviewing your investments
- Evaluating any insurance needs
- Determining if you can reduce your taxes
- Planning your retirement
- Understanding your estate wishes, and any legal matters
After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.
(613) 829-7874
880 Lady Ellen Place, Suite 200
Ottawa ON K1Z 5L9
Phone: 613-829-7874
Cell: 613-898-0713
Fax: 613-721-9781
Desjardins Financial Security Independent Network and its counterpart in Quebec and New Brunswick, SFL Wealth Management, form a network of financial product and service distributers that focus on wealth management. We personalize our service offer to meet your changing needs. No matter the goals you set or the unexpected situations you face, the independent advisors affiliated with our network can help you develop a financial strategy. You can count on the stability of Desjardins, the leading cooperative financial group in Canada, the support of a multi-disciplinary team of financial professionals and their freedom to choose from the best offers available in the market.