Services offered

  • Retirement income projections for working families and retirees. A detailed report 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.
  • High Net Worth investment strategies. Tax-advantaged capital class mutual funds and/or prescribed annuities are used as an alternative to conventional stock-and-bond portfolios.   Tax-sheltered insurance strategies are also available for estate planning purposes.
  • 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, TFSA 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 to help with your mutual fund investment plan, we can meet at your home, office or a nearby coffee shop to privately discuss your situation and answer questions about how we might work together.   I am available by appointment during regular business hours, and the occasional evening for busy working couples.

My fee for this meeting is one cup of coffee, and it includes the preparation of a detailed proposal within five business days.   The proposal will include a summary of financial recommendations, suggested monthly savings goals if applicable, an explanation of how I am paid, and what you should expect from our relationship if you decide to proceed.   There is no sales pressure.   Please take your time when making important financial decisions.

To request more information or set an appointment, please contact info@doneberley.ca or 613-723-0164.

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