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DFSIN Richmond South Financial Centre

Our financial centre

Our commitment

Our financial centre is driven by strong client relationships, unwavering business integrity and a desire to ensure that the needs of our clients are met.

Our commitment is exemplified by our mission, whereby we seek to serve our clients with integrity and honesty and to help them in all their financial planning needs with their best interest first in mind. This will help us create a legacy of serving clients as well as develop managers and advisors in the community so they can in turn create their own legacy. Our mission will be carried out with clarity, transparency and simplicity.

We are proud to be part of the Desjardins Financial Security Independent Network. Committed to being a major contributor within the community, we encourage open communication and will always remain approachable. As a team, we aim to be big enough to influence yet small enough to care.

Our team

Our team exists to serve its clients with the utmost honesty. We always welcome everyone with a positive attitude and are thankful no matter the circumstances. We encourage our associates to live the philosophy and strive to create an environment where they can continuously grow. Our organization is built on a foundation of respect that allows everyone to bring out their best!

We will advise you - our clients - on many aspects of your financial needs including the following:

  • Lifestyle protection for you and your family
  • Personalized retirement solutions
  • Disciplined investment advice and management
  • Business and asset protection

Some of the benefits you will enjoy when working with our advisors:

  • We come to you and work around your schedule
  • We clarify the sometimes overwhelming industry jargon
  • We believe in transparency and integrity
  • We pride ourselves  in providing exceptional service

We promise to work with you to ensure you have taken the measures needed to maintain your family's standard of living and to protect your estate in the event of death, disability, critical illness, accident or a precarious state of health.

Come into our offices for a visit at your convenience or contact us to arrange for a meeting with one of our advisors.