When did you last review your wealth accumulation strategy to determine if your investments were appreciating according to plan? As independent financial advisors, we can present wealth-creating ideas that you may have overlooked. We can help you reach your full potential.
Desjardins Financial Security Independent Network - Toronto West Centre
Financial Services
Toronto, Ontario 244 followers
About us
We have over 50 representatives working throughout the Greater Toronto Area. We are all working towards a common goal – helping members of our community find financial balance. We take pride in our accomplishments and in our commitment in proving professional life and health insurance, investment and financial planning services to individuals, families and small businesses. We offer a broad portfolio of different products from many investment and insurance companies, and have at our disposal the resources and support of Desjardins Group – the largest financial co-operative in Canada. Our financial centre was founded in 2005 and is well-known throughout the GTA and southwestern Ontario. Vision Our daily actions and words will earn the respect of our communities, building a lasting relationship with our clients and representatives to build a lasting and secure financial balance for all. Mission Statement Our financial centre will have the most knowledgeable, ethical and motivated sales team in the network, working within the distribution system, supported by the financial expertise of Desjardins Insurance.1 Values Our financial centre’s core values echo those of Desjardins Insurance: Customer focused, worthy of trust, respect for each other, professional and personal achievement. Our Objectives Provide the highest quality financial products and services to our clients Support members of our team in achieving their personal career goals Create an environment in which our representatives can pursue these first two objectives while enjoying their work A Diverse Team Our team of advisers represent the ethnic and cultural diversity of the GTA that we represent. We understand your needs, beliefs and values. Our advisors speak English, French, Mandarin, Cantonese, Hindi, Punjabi, Italian, Spanish and more. Our Specialization Our centre is specialized and experienced in all sorts of insurance needs from accomplished and successful individuals to new families, as well as middle-aged and retired families and individuals. Furthermore, we also have an extensive background in advising and planning insurance and financial needs of businesses of all sizes, including individual and group plans and products. Community Involvement Our centre has been a large supporter of child sports programs throughout Etobicoke and the GTA because we believe we can never be too young to adopt a healthy lifestyle! If there is anything we can assist you with in terms of planning your financial future or answering your financial questions, please do not hesitate to contact us to arrange an introduction to an associate who is right for you. 1 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products. 2 Mutual funds are distributed through Desjardins Financial Security Investments Inc.
- Website
-
https://dfsintorontowest.ca/
External link for Desjardins Financial Security Independent Network - Toronto West Centre
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Toronto, Ontario
- Type
- Partnership
- Founded
- 2005
- Specialties
- life insurance, Investment, Critical Illness insurance, Disability Insurance, Retirement Planning, RRSP, RESP, TFSA, and healthcare insurance
Locations
-
Primary
155 rexdale blvd.
406
Toronto, Ontario M9W 5z8, CA
Employees at Desjardins Financial Security Independent Network - Toronto West Centre
-
Orlando Ali
Managing Director at Desjardins (DFSIN-Toronto West) l Life & Health Insurance Advisor l Connecting Advisors with Unique Opportunities
-
Luís Correia, Msc
Innovative Financial Advisor | Specializing in Paycheque Insurance, Non-Limit TFSA, and Child Savings Plans | Committed to Your Financial Success
-
Luisa Hrysio
Investment , Life , Health and Group Insurance Advisor at Desjardins Financial Security Independent Network
-
Steven Langille, CFP
Certified Financial Planner & Branch Manager-Mutual Funds* at Desjardins Financial Security Independent Network
Updates
-
Why wait until you’re gone before distributing your estate? A growing number of parents are thinking about transferring at least part of their assets while they are still in good health. Why?
Transferring wealth to the next generation during your lifetime: good idea?
dfsin.ca
-
When it comes to finances, what information can you trust? Every day, we see an increasing amount of financial news pouring in that could have an impact on our decision-making. But it’s not always easy to navigate this flood of information.
When it comes to finances, what information can you trust?
dfsin.ca
-
Craig Lizun is an experienced life insurance and investment advisor at DFSIN based in the Greater Toronto Area, specializing in helping young entrepreneurs in Cambridge and Waterloo. With over 11 years of experience, he excels in financial planning, managing investments, and safeguarding personal and business finances. Known for his personalized approach and deep understanding of his client's needs, Craig has earned a reputation for delivering outstanding results and ensuring financial security. An avid golfer and devoted father, his commitment extends beyond professional advice, emphasizing the importance of balanced success and stability. Read more here: https://lnkd.in/gWtn5ptN
Craig Lizun
l.facebook.com
-
Critical illness insurance provides a lump-sum payment for a diagnosis of a critical illness such as cancer, heart attack or stroke -it helps to protect your family's financial well-being until you recover https://lnkd.in/eSQqM5H
A Guide to Critical Illness Insurance from DFSIN
https://www.youtube.com/
-
In today’s world, protecting ourselves and our finances from unforeseen circumstances is becoming increasingly important. In the above Go Fund Yourself podcast, Orlando Ali will discuss three critical aspects of financial protection: protecting your lifestyle, protecting your income in the early stages of life, and the benefits of investing early in life.
Episode 33: Insurance Needs for young adults, Singles, and Couples without Children.
https://orlandoalifinancial.ca