Financial Planning with a
Senior’s Advisor who Cares
Senior’s Advisor who Cares
Léony deGraaf Hastings, CFP®, CEA, EPC
Certified Financial Planner
Retirement & Estate Planning
Financial Planning with a Senior’s Advisor who Cares
Léony deGraaf Hastings, CFP®, CEA, EPC
Certified Financial Planner
Retirement & Estate Planning
Financial Planning with a Senior’s Advisor who Cares
Léony deGraaf Hastings,
CFP®, CEA, EPC
Certified Financial Planner
Retirement & Estate Planning
With over 60 years of family business experience deGraaf Financial Strategies has the knowledge & real life experience to guide you through YOUR financial seasons of life
- How much should you be saving for retirement?
- What are the safest investments to make in today’s economy?
- How can you protect and efficiently transition your estate to your heirs?
- Who will benefit from your mortgage insurance – your family or lender?
- How do you solve the capital gains issue on the cottage?
- What affect does a divorce have on your financial future?
- How do we turn your Retirement Savings into tax efficient Retirement Income?
- Should you commute your pension or leave it with your employer?
- Suddenly you’re a Widow – now what?
The banks and captive advisors only offer their own brand of products as ‘solutions’ to your unique financial needs. Therefore, they must fit you into their box and will often make similar recommendations, whether you are 18, 48 or 80.
For someone as individual as you are – you deserve a personalized financial plan, with strategies tailored to your specific needs and goals.
As an independent broker, deGraaf Financial Strategies researches the financial markets for you, recommending only the options and solutions that best meet or exceed your needs – no boxes!
Our mission is to guide you towards and into the retirement season with personalized financial and retirement income advice. Finances are difficult enough to navigate, so we leave the jargon at the door and help you make sense of it all.
So if you’re tired of being treated like a number – or your advisor keeps changing branches or companies – or you feel like your financial well-being deserves more than a cookie cutter approach – then give deGraaf Financial Strategies a try – we’d be happy to earn your business!
simplify the seasons of life
Spring
If you are just starting out, or starting over, deGraaf Financial Strategies can simplify this season for you…
Summer
deGraaf Financial Strategies can help to guide you towards the retirement you dream about whether …
Autumn
Our specialty is the Autumn season and providing clients with peace of mind, in knowing we have taken steps…
Winter
From real, personal experiences Léony understands the most difficult time for any family is when a loved one passes…
Introducing Léony & how she can help YOU . . .
Léony deGraaf Hastings practically grew up in the financial industry, with her father being a distinguished advisor for more than 50 years. Subsequently, Léony began her own career in the family firm over 20 years ago and has since built her own successful financial planning practice in Burlington where she resides with her husband and young adult kids.
Appreciating the time she spent with her grandparents as a child, and losing her Mom to breast cancer in 2000, Léony found herself gravitating towards helping seniors and their families with complete retirement and estate planning. Recognizing this passion, she took specialized education to earn her Elder Planning Counselor (EPC) and Certified Executor’s Adviser (CEA) designations,. Léony is also fully qualified as a Certified Financial Planner (CFP) – the most recognized designation worldwide as the gold standard in financial planning proficiency.
As a Certified Financial Planner professional, Léony’s holistic personal approach is to understand her clients and guide pre-retirees and seniors in simplifying their season of life – by coordinating assets to provide a tax efficient retirement income to last a lifetime.
A Financial Plan is a Retirement Income Roadmap and can provide clarity and peace of mind for the uncertain road ahead. A Financial Planner’s role is that of both a coach and a navigator for your financial life by suggesting ideal options and strategies to help you reach your financial goals, from the very best people and companies who provide them.
Educating our community is important to Léony, who volunteered her time as the past Chairperson of the Burlington S.A.L.T. Council (Seniors & Law-enforcement Together) educating seniors in the community on crime-prevention alongside the Halton Regional Police. She is the past President of the Burlington Newcomers Club, member of Joseph Brant Hospital’s Charitable Gift Planning Advisory Council and invited as a main platform speaker at a National Congress.
In addition, Léony is a regular contributor to the financial columns of local publications like the OPSEU Retirees Quarterly and often interviewed as an industry and Seniors expert by The Globe & Mail, local CHCH TV, MacLean’s Magazine, Reuter’s, Advocis, Investment Executive, CPA’s Association & CARP.
If you follow deGraaf Financial on Facebook you can keep up to date with Léony and the latest financial headlines! – just click the text to follow! –
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Léony in the Media
Some of Our Qualifications
A Certified Financial Planner has achieved and maintains
internationally recognized standards of knowledge, skills, abilities and ethics.
A CFP is a qualified professional
who will put clients’ interests ahead of their own.
Don’t settle for less!
Recognized by Wealth Professional Magazine as one of
Canada’s Top 50 Advisors –
Léony ranked #2 on the list!
An Elder Planning Counselor understands the unique circumstances
and challenges facing Canadians aged 55+
The Canadian Initiative for Elder Planning Studies and its member Elder Planning Counselors stand for the highest of professional principles and standards, regardless of their profession.
Since 2009 Léony has been voted one of Burlington’s
‘Favorite Financial Planners’
AND
‘Best Insurance Brokers’
in the Burlington Post Reader’s Choice Awards!
Léony has been named as one of the financial industry’s
Women of Influence
and a finalist in the
Female Trailblazer of the Year award
Brokers are Best
As a broker to the investment and insurance industry, deGraaf Financial Strategies has access to a wide range of quality products from large and reputable Canadian companies. Here are just a few . . .
We search the industry for the best solution for your particular needs!
Let us assist you with . . .
Complete Holistic Financial Planning – Tax-efficient Retirement Income Planning – your TFSA, RRSP, RRIF, LIRA, LIF, GIC, & GMWB accounts – your Pension or Severance package decisions – arranging your Retirement Income for Life – Wealth Management from Savings Plans to Estate Plans – Life Insurance & Mortgage Insurance – Critical Illness Insurance – Annuities – Estate Planning – Gradual Inheritance planning – Executor Assistance . . . . and more!