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DFSIN Service Offer

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Information about DFSIN Service Offer
Finance

Published on November 25, 2013

Author: TaylorKoesterBBA

Source: slideshare.net

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Because your needs change over time… Financial products and services for individuals Your financial strategy must be reviewed at different stages of your life. Your personal plan must, among other things, take the following into consideration: Retiring Taking an extended trip • Budget planning • Debt management • Project funding Making a will Getting divorced Buying a property Insurance • Life insurance • Critical illness and disability insurance   • Health and long-term care insurance   • Personal or group insurance Receiving an inheritance Starting a business Personal Finances Protecting yourself in case of disability or critical illness Getting married Having a child Changing careers Investments • • • • • Investment policy, investor profile and periodic reviews Second opinion on your portfolio Increasing the value of your estate Systematically saving more Registered Education Savings Plan (RESP) Estate Taking a sabbatical Losing a loved one • Transfer of assets at death • Testamentary trusts • Settlement costs at death Taxation • General diagnostic • Analysis of taxes on investments • Tax strategies for lifetime, death, and foreign assets • Government programs Retirement • Planning goals and needs • Risk management • Investment strategies - Registered Retirement Savings Plan (RRSP) - Tax Free Savings Account (TFSA) • RRSP loans • Payout strategies - Registered Retirement Income Fund (RRIF) Legal • Wills and Powers of Attorney • Marriage and civil union contracts Products and services for businesses If you are self-employed or a shareholder in or owner of a business, you must also, among other things, consider the following: Planning shareholder needs, including coverage in case of death, disability or critical illness, and buy and sell agreements Risk management with regard to key employees and employee benefits Individual Pension Plan (IPP) ® Registered trademark owned by Desjardins Financial Security Financing debt structure, the buyout of a partner, venture capital Tax efficient strategies, savings and estate planning for your business Insurance and Group Pension Plan

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