Felix Thomas, RRC
- Life and Health Insurance Advisor
- Mutual Fund Representative*
Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you — I'll consider every aspect of your financial security, including:
- Establishing a personal budget
- Reviewing your investments
- Evaluating any insurance needs
- Determining if you can reduce your taxes
- Planning your retirement
- Understanding your estate wishes
After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.
613-292-9253
200-161 Greenbank Rd.
Ottawa, ON K2H 5V6
Phone: 613-292-9253
Cell: 289-923-7238
Fax: 613-288-0665
Your life is constantly changing: having a family, buying a home, changing jobs, facing health issues, transferring your business, planning your retirement. That's why I will make sure your financial strategy is in step with your reality, while growing your assets and maintaining your quality of life.
We will rely upon the comprehensive review of your situation and your goals that we undertook together to guide us through good times and bad. No matter what life has in store for you, you can always count on me. I'm in your corner, always there to help you stay the course and push your limits. Together, we'll do more.
I decided to work under the banner of Desjardins Financial Security Investments Inc., because it gives me access to many different financial companies. This allows me to make objective recommendations that are best suited to you and your situation. Desjardins Financial Security Investments Inc. is a partner network of Desjardins the leading cooperative financial group in Canada, which gives my network proven financial stability and unmatched support.
Desjardins Financial Security Investments Inc. (DFSI) is part of Desjardins Group, the leading financial cooperative in North America, with more than $397.1 billion (as of December 31, 2021) in total assets and over 53,000 employees across Canada. Desjardins is recognized for its financial stability with a capitalization ratio rated among the best in the industry. We are pleased to provide you with a wide range of comprehensive financial products and services catered to your unique needs. Together your representative and you will build a sound and valuable relationship. For more information about DFSI, simply visit the official website.