Our experienced financial planners will help you build a customized financial strategy that protects and grows your savings - so you can stop worrying about the future and start enjoying life to its fullest along the way. There are many ways to protect your children and grandchildren. As you watch them grow up, making sure they'll have access to the best possible education will empower them with more opportunities to thrive as adults.
Are you paying more taxes than you need to? We can assess your unique circumstances and recommend the right combination of products and investments with built-in tax benefits. Our experienced financial planners will help you build a custom financial strategy that fits your life and your goals, now and in the future.
Are you paying more taxes than you need to? We can assess your unique circumstances and recommend the right combination of products and investments with built-in tax benefits. Our experienced financial planners will help you build a custom financial strategy that fits your life and your goals, now and in the future.
Services
Brophy Financial Planning and Desjardins Financial Security Investments Inc. offer expertise, experience and results. Our team is dedicated to ensuring our clients have access to "S.M.A.R.T." financial planning: Secure. Measurable. Though he is officially Charles, his clients know him as Charlie.
With more than 30 years of experience in financial, retirement and estate planning, Charlie always offers his clients a S.M.A.R.T. approach to their finances.Charlie stays S.M.A.R.T. by attending industry workshops and seminars. His knowledge of current market trends and conditions, combined with his many years of experience means that Charlie always provides his clients with a balanced perspective.
With more than 30 years of experience in financial, retirement and estate planning, Charlie always offers his clients a S.M.A.R.T. approach to their finances.Charlie stays S.M.A.R.T. by attending industry workshops and seminars. His knowledge of current market trends and conditions, combined with his many years of experience means that Charlie always provides his clients with a balanced perspective.
You've probably heard about mutual funds, GICs, TFSAs, and RRSPs-but are they right for you? You're aware that life, critical illness and disability insurance are often recommended to reduce risk, but where do you start? And what, exactly, is an annuity? A segregated fund? An RDSP? We're here to help you understand your choices, build a plan and make SMART financial decisions.
Brophy Financial Planning provides SMART financial planning advice to individuals and families in Ottawa and the surrounding area. Conduct a needs analysis: Through a series of personal interviews, we work with you to better understand your needs, personal goals, time horizon and risk tolerance. Analyze asset allocation: Having the proper mix of equities, bonds and cash will determine the potential risk and return of your portfolio i.e.
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Raising Your Spirits Susanne & Tony
Oct 01, 2016
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