The banks and captive advisors only offer their own brand of products as 'solutions' to your unique financial needs. Therefore, they must fit you into their box and will often make similar recommendations, whether you are 18, 48 or 80. For someone as individual as you are - you deserve a personalized financial plan, with strategies tailored to your specific needs and goals.
As an independent broker, deGraaf Financial Strategies researches the financial markets for you, recommending only the options and solutions that best meet or exceed your needs - no boxes! Our mission is to guide you towards and into the retirement season with personalized financial and retirement income advice.
As an independent broker, deGraaf Financial Strategies researches the financial markets for you, recommending only the options and solutions that best meet or exceed your needs - no boxes! Our mission is to guide you towards and into the retirement season with personalized financial and retirement income advice.
Services
If you are just starting out, or even if you are starting over, deGraaf Financial Strategies can simplify this season for you by shopping the financial markets for the best solutions to your unique needs and get you started on the best financial path. Personalized and unbiased advice is a sure way to get you on the path to financial freedom and making these early years count.
Would you like to host a S.A.L.T. Crime Prevention Presentation at your church, social group or annual meeting? Arm your senior peers with the latest information they need to prevent becoming a victim of a fraud, scam or abuse. Call the Halton Senior's HelpLine to submit your request and a member of the Burlington S.A.L.T. Council will contact you to arrange the details!
This is a series of 4 Lunch & Learn sessions for women only, with a vision to educate, empower and equip Canadian women of all ages and income levels with the information, acumen and solutions needed to grow their capital, provide for retirement and protect their personal, business and family assets.
Reviews (10)
Suzanne Macpherson
Jan 13, 2021
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I started to work with Degraaf Financial Strategies shortly before I retired in 2018. Léony has been great at providing guidance and recommendations to ensure the best possible outcomes, even in these precarious times. She is always available for questions and to provide guidance. I highly recommend!
Christine German
Jan 10, 2021
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I have worked with Leony and Laura this past year to invest my commuted pension, as well as other investments and the experience has been fantastic!!! Not only have my investments profited substantially over this past year, but every inquiry I have had has been met by an immediate response from both Leony and Laura. To top it all off, they are not only extremely professional, but also pleasant to work with and have given me a lot of inspiration for my financial future. Highly highly recommended!
Ron Cote
Jan 09, 2021
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Jared Skinner
Nov 24, 2020
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Johnny Brown
Nov 14, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
I’ve worked with Degraaf financial strategies for well over a decade now and the service and performance has been top notch. Léony provides unsurpassed knowledge and acumen while being extremely accommodating, patient, and adaptable. Highly recommended!
I’ve worked with Degraaf financial strategies for well over a decade now and the service and performance has been top notch. Léony provides unsurpassed knowledge and acumen while being extremely accommodating, patient, and adaptable. Highly recommended!
Monique Varwig
Sep 08, 2020
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Live Optics
Aug 02, 2020
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S. & J. Fulton
Jun 22, 2020
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Maureen Coulson
Jun 06, 2019
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Lorena Quintero Suzzarini
Jan 27, 2019
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