Mutual Funds are provided through Desjardins Financial Security Investments Inc.  Except for segregated funds in self-directed accounts which are offered through DFS Investments, Life and Health Insurance products are provided through Desjardins Independent Network Insurance Agency.  Desjardins Independent Network Insurance Agency is a business name of Desjardins Independent Network Insurance Inc. which also operates in BC under the assumed name Desjardins Independent Network Insurance Agency Inc.
Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company.  Desjardins Insurance products are sold by the authorized independent insurance advisors.

Deborah Woolacott, CFP
Financial Advisor
Irene Walsh, CFP
Financial Advisor
Life Insurance Advisor

FINANCIAL PLANNING
In many ways, a financial plan is similar to having a map to guide you on a long road trip.  You start by determining your life goals and objectives and taking stock of your present circumstances.  Think of it as choosing your destination, and locating it, along with your present location, on a roadmap.

From there, you weigh a number of considerations before developing a detailed financial plan.  Just as there are many different map routes that can be taken to reach your destination, there are many different ways to customize your financial plan to achieve your life goals and objectives.

We are here to help you make informed choices, by offering you honest and straightforward financial advice based completely on your needs.  We call it "advice for real life" and it starts with "your" life.

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