The Desjardins Financial Plan, an effective tool for Daniela Amato

The Desjardins Financial Plan, an effective tool for Daniela Amato (1 min 43 s)

Added on January 16, 2014

Description

Daniela Amato's top priority is to achieve her financial objectives. By meeting with her financial planner1, she benefits from made-to-measure strategies that help her improve her financial plan and give her peace of mind.

  1. Financial planners act on behalf of Desjardins Financial Services Firm Inc.

Video: The Desjardins Financial Plan, an effective tool for Daniela Amato

The Desjardins Financial Plan, an effective tool for Daniela Amato (1 min 43 s)

Added on January 16, 2014 | Personal

This morning I have an appointment at my caisse to draw up my financial plan. My advisor[ 1 ] mentioned it to me many times and convinced me how important a plan is to help me reach my goals.

My husband and I are both physically active. But what would happen if one of us faced a major health crisis, like a critical illness or a disability? Do we have enough insurance coverage?

The cost of post-secondary education will keep rising in the coming years. How do we finance our childrens' studies?

I've always felt I pay too much in taxes. Am I deducting all I can? My financial plan will help me maximize my tax savings.

We'll be retiring soon and there's so much we want to do: travel, hobbies, community work. Can we maintain our current lifestyle during retirement? For how long?

What about our estate? I'd like to help our children be financially secure. How do we ensure our wishes are respected? How do we organize our estate?

I want concrete answers and solutions.

In the FP's office: (Advisor's voice) Today I'm meeting with Ms. Amato so we can draw up her financial plan together. We'll analyze her situation, I'll recommend strategies customized for her needs and draw up a detailed action plan.

An approach that brings peace of mind.

  1. Financial planners act on behalf of Desjardins Financial Services Firm Inc.