Financial Planning in Burlington with a Senior’s Advisor who Cares
Léony deGraaf Hastings, CFP®, CEA, EPC
Certified Financial Planner
Retirement Income & Estate Planning
Financial Planning in Burlington with a Senior’s Advisor who Cares
Léony deGraaf Hastings, CFP®, CEA, EPC
Certified Financial Planner
Retirement Income & Estate Planning
Financial Planning in Burlington with a Senior’s Advisor who Cares
Léony deGraaf Hastings,
CFP®, CEA, EPC
Certified Financial Planner
Retirement Income & Estate Planning
With over 75 years of family financial advisor experience in the Burlington and Hamilton area, deGraaf Financial Strategies has the knowledge & real life experience to guide you through YOUR financial season of life
- How do I turn my Retirement Savings into tax efficient Retirement Income?
- What are the best investments to make in today’s economy?
- How much should I be saving for retirement each month? RRSP or TFSA?
- Who will benefit from my mortgage insurance – my family or the bank?
- How do I solve the growing capital gains problem on the cottage?
- What affect will a divorce have on my financial future?
- How can I protect and efficiently transition my estate?
- Should I commute my pension or leave it with my employer?
- Suddenly a Widow – now what?
- When should I start my CPP & OAS?
The banks and captive financial 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 complete wealth process and a personalized financial plan, with strategies tailored to your specific needs and goals.
As an independent financial advisor and planner, deGraaf Financial Strategies researches the financial markets for you. We recommend only the best options and solutions that 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. 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 financial advisor keeps changing branches or companies – or you feel like your financial wellness deserves more than a cookie cutter approach – then give deGraaf Financial Strategies a call – we’d be happy to earn your business!
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 …
Get to know Léony . . .
Osmosis? Perhaps! Léony deGraaf Hastings practically grew up in the financial industry. Her father was a reputable insurance and financial advisor in Hamilton and Burlington for more than 50 years. Starting early on as his Assistant, Léony began her own financial advisor career in the family firm more than 25 years ago. Léony has since built her own recognized and awarded financial planning team in Burlington, where she lives with her husband, dogs and cat in their empty nest.
Appreciating a close bond with her grandparents, and losing her Mom to breast cancer in 2000, Léony gravitated towards helping women and seniors with complete retirement and estate planning. The clarity and peace of mind Léony brings her clients is the most rewarding, for both.
Recognizing this passion, deGraaf earned her Elder Planning Counselor (EPC) and Certified Executor’s Advisor (CEA) designations.
Most importantly, Léony is a fully qualified Certified Financial Planner (CFP) professional – the most recognized financial planning designation worldwide. The use of this symbol confirms the gold standard in ethics, education and financial planning proficiency have been met annually.
Many clients come to Léony during a life transition. Divorce, a change of job, retirement, or after the death of a spouse or parent – clients are looking for guidance and reassurance. She combines her financial acumen with a genuine and compassionate approach. Her clients feel comfortable discussing their deepest financial concerns and sharing their goals. Léony’s focus is to take the burden of the unknown from her clients. She breaks down complicated financial matters into clear, simple, relatable terms so clients feel empowered to make smart financial decisions and
simplify the seasons of life
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Qualified, Trusted & Reputable
A Certified Financial Planner has achieved and maintains
internationally recognized standards of knowledge, skills, abilities and ethics, at the highest level of complexity required of the profession.
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 ~ 2014
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
‘Best Financial Planners’
AND
‘Best Life Insurance Broker’
in the Burlington Post Reader’s Choice Awards!
5 Star Advisor
Best in Ontario
2022 + 2023
Named as one of the financial industry’s
Women of Influence
and a finalist in the
Female Trailblazer of the Year
award for her dedication to empowering women financial advisors and female financial planning clients
Top 50
Leading Women in Wealth Award
Independent Financial Planners are Best
First and foremost, we work for you and we are invested in your financial success
When our clients succeed, then we succeed.
Secondly, as a broker to the Investment and Insurance industry, deGraaf Financial Strategies has access to a wide range of quality products, only from large and reputable Canadian companies.
We search the industry for the best rates & solutions for your particular needs!
Here’s a sample of just a few companies we work with . . .
Seasons of Life –
What Life Transition are You In?
How can a Certified Financial Planner help You?
Your ideal Certified Financial Planner professional offers far more than just assistance with your investments. They embody a holistic approach, considering every aspect of your financial landscape – from cash flow to savings, tax planning, life insurance, pensions, and even family dynamics. Picture your CFP as a trusted confidante, a financial therapist, and a crucial ally in securing your financial well-being.
Imagine the guidance and clarity you’ll receive from a committed, experienced financial planner who specializes in retirement income planning. Knowing which assets to draw from and when, will make a significant difference to how tax efficient your retirement income is and in turn, how long it will last. Your CFP can give you these answers, as your personal financial coach. Their expertise not only ensures your present financial peace of mind but also lays the groundwork for your family’s future financial stability. The value and savings you receive, far exceeds the hourly fee or the embedded investment fee you pay your CFP.
Check out our recent Article:
Why You Need a Financial Planner, Regardless of Income
