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Jeffrey Gregory, B.A., CFP®, CLU, CHS, EPC, RIS
- Certified Financial Planner®
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.
905-276-9456
Brittany Secker, RIS
Administrator
Phone: 905 366 6387
Fax: 905 276 4964
brittany.secker@dfsin.ca
Jeffrey Gregory, B.A., CFP®, CLU, CHS, EPC, RIS
Phone: 905-276-9456 ext. 4402
Fax: 905-276-4964
Cell: 416-948-2472
Toll-free: 1-877-877-8575
5070 Dixie Road, Mississauga, ON L4W 1C9
My professional practice is characterized by the values I hold dear:
- Integrity and loyalty
- Availability and independence
- Professionalism and skill
- Exceptional service
I bring these values to every relationship in my practice.
When it comes to my practice, discipline is always my top priority. I've completed the necessary licensing requirements and always pursue professional skills and training so that I can put the latest industry knowledge to work for you. Desjardins Financial Security Independent Network ensures strict adherence to professional standards, obligations and regulations.
Research has shown that there's real value in financial advice and that it provides an undeniable advantage to investors.
- Households that have had an advisor for 15 years or more accumulate 290% more in assets (3.9 times more) than households that haven't1.
- Households that have an advisor have 2.1 times more financial assets than households that don't2.
- Investors that have an advisor are more confident and more likely to have a comfortable retirement if they've received financial advice for at least 10 years3.
- Advisors can help investors manage their emotions, which can add approximately 1.5% to portfolio returns4.
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.
1 © 2016, Claude bl, Nathalie Viennot-Briot, The Gamma Factor and the Value of Financial Advice, https://www.cirano.qc.ca/files/publications/2016s-35.pdf
2 COCKERLINE, Jon, Ph. D. Nouveaux éléments attestant la valeur du conseil financier, IFIC, 2012.
3 IFIC. La valeur des conseils, rapport, 2012.
4 VANGUARD. La valeur ajoutée des conseillers financiers, Toronto, 2014. IFIC/POLLARA Inc. La perception des investisseurs canadiens quant aux fonds communs de placement et à l'industrie des fonds communs, Toronto, 2013.