• Financial Planning for Women & Seniors
  • Supportive, collaborative, holistic female planning team
  • Strive for excellence in our client service
• Complete Financial Planning
  • Cash flow review
  • Savings allocation
  • Education planning RESP’s
  • Retirement projections
• Retirement Income Planning
  • Tax efficient income sources
  • CPP & OAS integration
  • Order of withdrawals
  • RRIF minimums
  • LIF maximums
• Pension Planning
  • Contribution matching
  • Commute value or leave it?
• Financial Plan
• Retirement Planning & Savings
  • RRSP – TFSA – LIRA
• Savings Plans
  • FHSA
  • NonRegistered with Beneficiary
• Estate Planning
  • Strategies for a smooth transition
  • Can I avoid probate? Should I?
• Life Insurance
  • Mortgage Insurance
  • Term Insurance
  • Whole Life / Cash Value Insurance
  • Critical Illness Insurance
• LIRA Unlocking
  • Financial Hardship
• Travel Insurance
  • Better rates than CAA!
  • Free Travel Insurance Quote

Contact our Burlington or Waterdown office TODAY at hello@dgfs.ca to book your Complimentary Consultation – your future self will thank you! 😀