How Can We Help?

Investment and retirement planning to ensure you have enough money in retirement.
Strategies for saving for future large purchases, such as a house, car, cottage, wedding.
Save you time so you can concentrate on other important investment decisions in your life.
Mitigate risk, even in the face of unfavorable outcomes.
Reduce your debts and save for your future.
Prepare funds for emergency planning.
Stay disciplined with your plan.
Invest your money in a tax-efficient way to help minimize taxes.
Understand current market events and explain how they may impact your investments.
Set up a tax advantage plan that ensure your kids have enough saved for their post-secondary education.
Plan for tax efficient RRIF withdrawals.
Consolidate your investments with your spouse in an effective tax-advantaged manner.
Monitor your portfolio and rebalance as necessary based on your risk tolerance.
Plan ways to start a small business or even sell it.
Position your portfolio when the market goes higher or lower.
Adjust to life events that change your financial circumstances and change your financial plan.
Plan and maintain a budget while considering all the implications.
Provide you with a referral to another expert, like a tax planner or an accountant.
Plan for early retirement.
Estate planning and even administration after the passing of a loved one.
Protect when you are away on holidays and out of the country.
Group benefit plans for your business and employees.
Mortgage and loan referrals and much more…

Click the “Contact button” at the bottom of the website

or send an email to forgravefinancial@persona.ca

*Mutual funds are distributed through Desjardins Financial Security Investments Inc. For insurance products, Desjardins Financial Security Investments Inc. acts as a national life insurance brokerage agency.