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.
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
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
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-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/buena.grace.dejoode/
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/buena.grace.dejoode/
In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale
Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.
Reach out to discuss ways your business can give back this holiday season.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.