Solutions Tailored to Your Needs

Your advisor can help you make informed decisions at every stage of your financial life. Decisions that will translate your priorities into financial strategies so you can achieve your goals and maintain your quality of life and that of your family.

Your Advisor, Your Ally

Every financial decision has an impact on your path to achieving your financial goals and maintaining your lifestyle. You can count on our network of advisors for expert financial advice that will help you protect your savings and make sure your family is well taken care of. Our multi-disciplinary teams work together to regularly reassess your financial plan and your situation to make sure you’ve got the right strategy in place at the right time.

 

emploi

Investment

  • Term investments 
  • Guaranteed investment funds 
  • Mutual funds
  • RRSP and TFSA 
  • Borrow to invest

 

couple

Couples

  • Budgets
  • Income Protection
  • Income splitting
  • Life insurance

 

immobilier

Home Purchase

  • Home Buyers' Plan
  • Mortgage insurance

 

 

famille

Family

  • Life insurance  
  • Critical illness insurance
  • Health insurance and income protection 
  • Disability insurance

 

enfants

Children

  • RRSP
  • TFSA
  • Debt management 
  • Ensuring insurability with life and health insurance

préretraite

Retirement Planning

  • Retirement income planning
  • Income splitting
  • RRSP, TFSA, RRIF 
  • Long-term care insurance

Retraite

Retirement

  • Retirement needs assessment
  • RRIF
  • Life income fund (LIF)
  • Locked-in retirement income fund (LRIF)
  • Annuities

succession

Estate

  • Estate planning 
  • Death-related expenses
  • Inheritance

 

 

 

MEET AN ADVISOR

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

Find your DFSIN advisor