Buena Grace Dejoode

As a business owner, you’re the star of the show.

But you don’t need to do it alone. Let’s create a plan that will help protect your business.

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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.

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Who we service

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Business owners

Helping business owners take control of their finances one step at a time.

High net worth and affluent

Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.

Incorporated professionals

Enjoy the benefits of your hard work. Let’s make sure you are getting the most out of your success.

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

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, budgeting and investing

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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Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.

Ready to get started? Let's connect. https://advisor.sunlife.ca/buena.grace.dejoode/

#SunLifeOnePlan #SunLife

As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.

Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/buena.grace.dejoode/

Business owners spend years building a successful company, but many give less thought to what happens when they're ready to step away.

Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.

Let's explore ways to help prepare your business and personal finances for whatever comes next. https://advisor.sunlife.ca/buena.grace.dejoode/

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Office information

Arnprior, ON

Phone:

(613) 567-9700 x2255

Email:

buena.grace.dejoode@sunlife.com

Address:

333 Preston Street, Suite 700, Ottawa, ON, K1S 5N4 Canada

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