Services offered

  • The Sixty-Minute Plan for working families and retirees. This one-hour program examines your investments, insurance, pensions and benefits, and helps you establish realistic financial goals for your future. You get an easy-to-read retirement plan in .pdf format that can be updated anytime you wish.
  • Mutual Funds for creating and protecting wealth. Over 2,500 mutual funds from over 60 different providers are available through Desjardins Financial Security Investments Inc., in RRSP, LIRA, RRIF, LIF, RESP and open-account format. GICs and daily interest savings are also available.
  • Insurance strategies for protecting your family’s income, paying off debts or preserving your estate. Uses life, disability or critical illness insurance from leading insurance companies. Annuities are also available.
  • Direct access to an experienced financial advisor (not an assistant), as well as online access to view your investments.
  • Ongoing support, including e-mail updates, alerts and annual reviews.

 

Special Introductory Offer

If you are seeking a new financial advisor, we can meet at your home, office or nearby coffee shop to privately discuss your situation and answer questions about how we might work together.

My fee for this meeting is one cup of coffee, and includes the preparation of a detailed proposal if you would like one. There is no sales pressure at any point. Please take your time when making important financial decisions.

Please contact info@doneberley.ca to set an appointment, or to request additional information.