DFSI | Your Goals - InvestDfsi
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.
Investment
- Term investments
- Guaranteed investment funds
- Mutual funds
- RRSP and TFSA
- Borrow to invest
Couples
- Budgets
- Income splitting
Home Purchase
- Home Buyers' Plan
Children
- RESP
- TFSA
- Debt management
Retirement Planning
- Retirement income planning
- Income splitting
- RRSP, TFSA, RRIF
Retirement
- Retirement needs assessment
- RRIF
- Life income fund (LIF)
- Locked-in retirement income fund (LRIF)
- Annuities
Estate
- Estate planning
- Death-related expenses
- Inheritance