Desjardins Financial Security Independent Network is one of the strongest Canadian groups of financial advisors in the area of life and health insurance, savings and investments. We are part of the 6th largest financial services organization in Canada with a sales network that includes more than 1,000 advisors; more than 40 financial centers and 200 business offices.
The Brooklin Financial Centre began operations in 2004 and has since flourished and grown into one of the most respected Financial Services Centers in the area.
We specialize in the following areas:
· Business succession / exit strategy planning
· Estate transfer solutions including by-passing probate, charitable / planned giving, legacy trusts and estate liability planning
· Investments utilizing managed portfolios
· Life, critical illness & long term care insurance
· Tax-wise income planning
Our Personalized Services Include:
· An unhurried approach to developing long-term relationships
· Unparalleled service through a variety of client events, meetings and social functions throughout the year
· Thorough analysis and understanding of our clients' concerns, goals and wishes - helping us develop truly customized solutions
· A "12 Month Action Plan" that will guide you through the entire process of growing, protecting and transferring your wealth For more information, please contact:
Grant Miller & Amin Lalji
If you are seeking a trusted advisor whom you can count on to ensure your financial security, the Brooklin Financial Centre may well be the best choice. Welcome!
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