Buena Grace Dejoode
Job title: Advisor
Languages spoken: English, Filipino
Area(s) served: Ottawa & Ottawa Valley
Retiring your way
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.
Stay informed
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The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.