01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial security plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Meet Your Advisor


Kusum Sen BA, CHS, CLU, CII, MDRT Life Member

Life and Health Insurance Advisor
Investment Fund Advisor*
416-695-1433
kusum.sen@dfsin.ca

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Our Services

 

Debt Management

How to Survive the Unexpected. Its hard to imagine how many will survive the effects of the pandemic with heavy debt loads. Its important to evaluate your priorities. If your financial situation has changed, you need to make some updates to account for your new reality. Do you find talking about...
 

Retirement Strategies

Debunked: Myths About Retirement…which retirement myth is killing your financial security? Don’t put your golden years at risk! How much do I need to retire? Fidelity's rule of thumb: Save 10x your income by age 67 Key takeaways Fidelity's rule of thumb: Aim to save at least 1x your salary by 30, 3x...
 

Wills & Legacies– Ontario Estate Law

Legacies & bequests Wealth transfer strategies, with a Will /with no Will on death. The meat of the will is ‘who gets what’. There are two primary strategies for setting out who gets what from your estate: The ‘pool then split’ strategy, which involves pooling all assets, paying all expenses and all...
 

Charitable Giving

Five Reasons To Give To Charity Donating to the causes you care about not only benefits the charities themselves, it can be deeply rewarding for you too. Millions of people give to charity on a regular basis to support causes they believe in, as well as for the positive effect it has on their own...

Desjardin Financial Security Independent Network Manages Assets For Individuals And Families, Providing Investment Management, And Financial Planning Services.

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