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We have chosen Ontario for you. It’s not the right location? You can change it anytime.

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 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, he 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.

And with help from the wealth management team, your 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

YOUR ESTATE

Asset transfer upon death

 

 

 

MEET AN ADVISOR

Your DFSIN advisor will be pleased to meet with you. ​