Personal Solutions to Retirement Planning
You’re not alone if you haven’t put a plan in place to save money, secure your retirement, earn solid investment returns, minimize taxes and protect your family in the event of illness, accident or death. It’s complicated. If you are among the many Canadians who are not clear on how much they need to save, or the investment options best suited for them, we can help.
PERSONAL SOLUTIONS TO INVESTING
At DFG, we see our job as two-fold. The first step is to ensure our customers have the information they need to make informed decisions. We’ll clearly explain your options to you and make sure you understand the nuances of your investment alternatives. The second step is to develop an investment strategy uniquely tailored to your risk tolerance and goals. We’ll help you build an investment portfolio that maximizes your return, recommending quality investments within your risk tolerance. With an investment strategy in place, our team will complete a detailed and independent review of the investment alternatives and recommend funds suitable to your needs. Our recommendations are based on past performance and future potential.