Buena Grace Dejoode
Job title: Advisor
Languages spoken: English, Filipino
Area(s) served: Ottawa & Ottawa Valley
Let’s secure your legacy
Throughout your life, you’ve worked hard to build your legacy. Now, let’s make sure it’s protected. Together, we can create a strategy that you can feel confident in – even after you’re gone. Reach out to get started.
Who we service
Learn more
Business owners
High net worth and affluent
Incorporated professionals
The 5 steps
Step 1: Discover
Understanding the full picture, not just the balance sheet.
We start with a conversation — your goals, your family, your business, and the life you’re building toward. This goes beyond assets to understand what “wealth” actually means for your family.
Step 2: Assess
Mapping your financial, human, and social capital.
We review your current structure — investments, corporate holdings, insurance, estate documents — and identify gaps between where you are and where you want to be.
Step 3: Coordinate
Bringing the right people to the table.
Your roadmap doesn’t live in isolation. We work alongside your CPA, estate lawyer, and other professionals — coordinating rather than duplicating — so every piece of advice aligns.
Step 4: Design
Building a roadmap that builds, protects, and preserves.
We help create a customized strategy addressing growth, tax efficiency, risk protection, and legacy transfer — designed around your family’s specific circumstances, not a generic template.
Step 5: Protect & Review
Wealth guidance isn’t a one-time event.
We implement the roadmap and revisit it as life changes — new tax rules, family milestones, business growth — so your wealth strategy evolves with you.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
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What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/buena.grace.dejoode/
What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/buena.grace.dejoode/
Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/buena.grace.dejoode/
Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/buena.grace.dejoode/
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/buena.grace.dejoode/
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/buena.grace.dejoode/