- Term investments
- Guaranteed investment funds
- Mutual funds
- RRSP and TFSA
- Borrow to invest
YOUR GOALS
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
COUPLES
- Budgets
- Income splitting
HOME PURCHASE
- Home Buyers' Plan
CHILDREN
- RESP
- TFSA
- Debt management
CHILDREN
- Retirement income planning
- Income splitting
- RRSP, TFSA, RRIF
RETIREMENT PLANNING
- Retirement needs assessment
- RRIF
- Life income fund (LIF)
- Locked-in retirement income fund (LRIF)
- Annuities
RETIREMENT
- Estate planning
- Death-related expenses
- Inheritance
1 Your DFSIN advisor can count on a dynamic team and a multi-disciplinary network of financial professionals. They can put the right financial tools to work for you and refer you to a ccountants, and tax and legal experts, who can help fine-tune your financial strategies.
MEET AN ADVISOR
Your DFSI advisor will be pleased to meet with you.
