Deiulis Financial Services Inc.
Job title: It all starts with great advice!
Languages spoken: English
Area(s) served: Servicing Guelph, Kitchener Waterloo and surrounding area.
Know your way forward
Whether you’re starting your business, developing your practice or considering stepping aside, We offer vision, know-how, plus industry-leading wealth and insurance solutions to business owners who need advice to manage complex financial situations.
How we work together
Making good decisions is the key to achieving lifetime financial security and we’ll help you along the way. We’ll work together by:
- assessing your current financial situation,
- setting achievable goals,
- developing a realistic approach to meet those goals,
- helping you work toward your goals and
- helping you revise that approach as your needs change.
My commitment to you
By understanding your needs, I am able to recommend a plan and coverage that will allow your loved ones to continue living the same lifestyle they are accustomed to now and in retirement.
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.
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.
Registered savings plans
Registered savings plans provide Canadians with a tax advantaged account to save for their education, retirement or another long-term goal.
Affluent and legacy driven
It’s time to make a concrete legacy plan so you don’t have to worry about what will happen when you’re gone.
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Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.