Devine And Associates Financial Services Inc.
Job title: Realize your worth
Languages spoken: English
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Realize your worth
With over twenty years of service and thousands of satisfied Clients, our team of advisors and support staff work with you to create a financial plan that helps you achieve what you want it to.
We go beyond just sitting down and getting to know you. We learn what you really want, what complex challenges you face, and we break them down into simple, actionable options. Our job is to understand you.
How hard is your money working?
A dollar doesn’t go as far as it once did. That’s why it’s important get your money out in the world working hard and earning steadily. Together, that’s what we’ll help you do.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
New technology will never replace old-fashioned service
There’s no app for hard work and extra effort. Up early, working late. When it comes to managing your financial plan, we don’t take shortcuts. Reaching out on a regular basis to check in to assess your plan and revise it if necessary. We’re accessible, dependable, and always there when you need us.
Stay informed
See more articles
Five small January habits keep your plan running smoothly: snapshot your finances, confirm withdrawals, review protection, update paperwork, book your check-in.
#MoneyMonday #JanuaryChecklist #RRIF #LIF #EstatePlanning #InsuranceReview #RetirementPlanning
Episode 49: New Year, New Budget: How Retirees Can Help Beat “Creeping Costs”
Give your budget a gentle reset: review food/travel/family help, lock in what matters, trim what won’t be missed, and pressure-test for inflation.
#MoneyMonday #RetirementBudget #CostOfLiving #CPP #OAS #Inflation #CanadianRetirement
Episode 48: End of year Q&A session with Darren Devine, James Butler, and Bonnie Forbes.
Want a second opinion on your plan? Book a 20-minute intro call today at DevineAndAssociates.ca.
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