We’re Desjardins Insurance—Desjardins Group’s life and health insurance subsidiary.
We offer a wide range of life and health insurance and savings and investment solutions through our extensive distribution networks. In Quebec, members have access to our complete insurance and savings offer right at their caisse.
More than five million Canadians are counting on our solid expertise and our people-focused approach at every stage of their life
Nous sommes des spécialistes de la gestion intégrée de fortunes au service des familles et des entrepreneurs. Nous agissons comme un directeur financier personnel dans la gestion de votre patrimoine pour vous assurer confort et tranquillité d’esprit.
We offer full-service, independent financial planning and investment advice.
Cooperative based financial planning to put the client first.
At The Lifestyle Protector, our main aim is to be a safe-haven and guiding light to help you explore options and make positive progress towards your most cherished aims and aspirations.
There is immense value in comprehensive financial planning and good financial decision making. Independent research confirms higher levels of wealth, comfort and confidence is achieved by those who use professional advisors on an ongoing basis.
I’ve had a successful chartered accountancy career and an award-winning business career. I now own The Lifestyle Protector, a financial planning and wealth management firm headquartered in Vancouver, B.C. started by my father several decades ago.
With us, you receive both personalized, professional financial advice and access to quality wealth management solutions from some of Canada’s largest and most prestigious investment companies. We aim to provide you with market-leading financial advice, product knowledge and wealth management solutions so you make progress.
Affluent business owners, professionals and individuals can feel reassurance, confidence working with me, a designated CERTIFIED FINANCIAL PLANNER professional for almost 30 years. Together, we will take into consideration all aspects of your written Financial Plan, not just your investments. I can assist you achieve peace of mind while going through transition such as the sale of a business, retirement, change of career, death of partner, divorce or an inheritance.
As a Chartered Life Underwriter, I have advanced training in income protection, insurance, estate, and business planning. I can assist you in making sense of what you have and what you need to consider.
I use my business as a force for good for all clients, our community and our planet. As a Responsible Investment Advisor, I am strongly committed to sustainable investment solutions, that can enhance returns & mitigate risk.
Personally, I commit to a formal philanthropic statement to donate 1% of my annual gross revenue to charities focused on social and/or environmental impact. To start, donations will be directed to the YMCA. The Y is a charity close to my heart and is committed to nurturing the potential of children, teens and young adults, promoting healthy living and fostering social responsibility.