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
Ask me about the guarantees & benefits of
Segregated Funds - the best kept investment secret!
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
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 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)
the seasons of life . . .
Spring
Summer
Autumn
Winter
For more information, click on the 'Tips' page
deGraaf Financial Strategies can help you secure
the retirement you dream about,
but with one difference - no service fees -
because we don’t think it should cost you money to invest your money.
Let’s talk about ways to
maximize your savings and your tax breaks!
- Retirement Planning
- Critical Illness Insurance
- Long-Term Care Insurance
- Employee Benefits
- Tax-Efficient Investments
- Severance Packages
