A PLAN DESIGNED JUST FOR YOU

We are committed to providing you with superior financial solutions at every stage of your life. Whether you're a first-time investor or hold a complex portfolio, our combination of diverse products and exceptional services can help you succeed in reaching those goals. Because we believe dreams can become reality. 

The path you take is as unique as you are. It's important to take note of where you are now, decide where you want to be, and choose the route that's right 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. As time passes, your needs and capabilities will change; therefore, we work with you to ensure your financial plans change with them. 
 

YOUR INVESTMENTS

  • Investment selection, investor profile and periodic reviews
  • Second opinion on your portfolio
  • Estate planning
  • Automated personal savings
  • Borrowing to invest

 

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YOUR PERSONAL FINANCES

  • Budget planning
  • Debt management

 

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OPTIMIZING YOUR  TAXES

  • General assessment
  • Analyzing how investment portfolios are taxed
  • Tax strategies while you’re living and for your estate
  • Government programs

 

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YOUR  RETIREMENT PLANNING

  • Determining your goals and needs
  • Risk management
  • Accumulation strategies
  • Payout strategies

 

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 LEGAL ASPECTS

  • Wills
  • Marriage
  • Common law union

 

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YOUR ESTATE

  • Asset transfer upon death

 

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MEET AN ADVISOR

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

Find your DFSI advisor