Together, let’s simplify your season of life

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Spring Financial Planning

Spring

If you are just starting out, or starting over, deGraaf Financial Strategies can simplify this season for you by shopping the financial market for the best solutions to your unique situation and get you started on the best financial path.

Personal and unbiased advice is a sure way to get you on the path to financial freedom.

  • Life Insurance
  • Mortgage Insurance
  • Disability Insurance
  • RESP (Registered Education Savings Plan)
  • TFSA (Tax-Free Savings Account)
Summer RRSPs and TFSAs

Summer

deGraaf Financial Strategies can help to guide you towards the retirement you dream about – whether that’s travelling the world or volunteering in your neighbourhood.

Let’s talk about ways to maximize your savings and your tax breaks and make those dreams a reality!

  • Retirement Planning
  • Tax-Efficient Investments
  • Critical Illness Insurance
  • Employee Benefits
  • Severance Packages
Retirement Income Planning

Autumn

Our specialty is the Autumn season and providing clients with peace of mind, in knowing we have taken steps to ensure their income lasts a lifetime.

Everyone has concerns about how their Estate will be divided or transferred to the next generation, or how taxes will impact the transition – you can talk to Léony and she can help.

  • Pensions
  • RRSP’s, RRIF’s and Annuities
  • Estate Friendly Investments
  • Charitable Gift Planning
  • Team of Professionals
End of Life Planning

Winter

From real, personal experiences Léony understands the most difficult time for any family is when a loved one passes. Let her be there to help.

  • Estate Guidance & Planning
  • Executor Assistance
  • Estate Transitions