DJY Financial
djyfinancial.ca

Our services include:

  • Segregated Funds
  • Guaranteed Investment Options
  • Registered Education Savings Plans
  • Registered Retirement Savings Plans
  • Tax Free Savings Accounts
  • Non-Registered Savings Plans



  • Registered Retirement Income Funds
  • Annuities
  • Life Incomes
  • Pension Builder
  • Guaranteed Minimum Withdrawal Plans and Guaranteed Income plans

 		 
  • Compare options for Group Insurance
  • Provide Group Life, Disability, and medical insurance
  • Critical Illness, Dental and Travel Insurance benefits
  • Provide Group RRSP's
  • Provide Group TFSA's
 
  • Budget Review
  • Estate Planning
  • Retirement Accumulation and Income
  • Debt Analysis
  • Goal Setting
  • Family Goal Integration
  • Review of Government Programs
  • Investment Review
  • Insurance Review
  • Diversification
  • Tax planning
  • Specific Situations


  • Life Insurance -Term,Whole,Universal
  • Disability Insurance
  • Critical Illness Insurance
  • Long Term Health Care Insurance
  • Travel and Health Insurance
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Savings Plans

Retirement Options

Business

Personal Financial Planning

Insurance

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