Buena Grace Dejoode

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

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Buena Grace Dejoode

Job title: Advisor

Languages spoken: English, Filipino

Area(s) served: Ottawa & Ottawa Valley

Retiring your way

It’s never too early to start thinking about retirement. In fact, the earlier you start to plan, the more prepared you’ll be. Let’s work together to create a retirement plan that incorporates your needs, wants and goals.

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Is it time to move on?

Are you looking to transition to your next chapter in life? Are you ready to start planning for what’s next? As an advisor, I specialize in helping business owners create strategies to get the freedom they have always dream of.

You have worked hard to build your business, touched so many lives, and built a living legacy. Together, with your team of professionals, I’ll help you get the most value for your business. I want you to feel confident of your decision to move forward.

I serve Clients from Ottawa and surrounding areas. Fluent in English and Filipino, I’m happy to offer my services in either language. If you’re ready to start living your dream lifestyle, book your discovery call.

The 5 steps

Step 1: Discover

When we begin working together, first I’ll explore your purpose and your priorities. I believe understanding your purpose, values, cultural beliefs and desired lifestyles, are the fundamentals in starting a relationship with you. I will uncover what is it that you really want.

Step 2: Prepare

I will gather your personal and corporate financial information to understand what you have accomplished. Then, I can create a strategic, tax efficient, and purposeful asset map. I’ll have a collaboration meeting with your team of experts (accountants, lawyers, other family members, etc.).

Step 3: Presentation

Your commitment is key to ensure you have it your way. At this stage, I’ll present a financial analysis, product solutions, and other steps necessary to implement your plan.

Step 4: Implementation

After you and your team thoughtfully reviewed the plan, I’ll help you execute the strategies.

Step 5: Monitor

I know that as your life changes, your plan may need to change as well. I will be here for you and will empower you throughout your transition. I want you to stay on track and enjoy your life wherever it takes you.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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What happens when you withdraw money from your RRSP early?

1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.

If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.

🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade

Certain terms and conditions may apply. Contact me for more information.

Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.

Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.

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Office information

Arnprior, ON

Phone:

(613) 567-9700

Email:

buena.grace.dejoode@sunlife.com

Address:

333 Preston Street, Suite 800, Ottawa, ON, K1S 5N4 Canada

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