DISTINCT Financial Solutions Inc.
Languages spoken: English
Area(s) served: Nanaimo, BC and surrounding area
Our focus
We are a dedicated and knowledgeable financial planning firm committed to helping professionals, business owners and their families. We educate and empower Clients to make informed decisions to improve their financial lives now and in retirement.
Service and value offering
We're committed to providing you with an unrivalled wealth management experience. Our team is dedicated to building relationships that expand beyond your investments and providing you with personalized solutions. We offer a wide range of services coupled with a first-class Client experience.
We can help you meet your needs with a number of solutions. From a simple budget to complex strategies, we can help you build lifetime financial security by offering the following services:
- Financial Management
- Retirement Planning
- Portfolio Management
- Legacy Planning
- Tax Planning
- Risk Management
We can help you build a financial approach customized to your needs.
Client testimonials
“Myself and my family have dealt with Dean Carto for several years now. I am extremely impressed with the way Dean takes the time to truly understand my goals and needs! He is very knowledgeable and easy to deal with, and has a great sense of humour! I would highly recommend him to anyone who is looking for advice and help in achieving their financial goals!”
- Susan
"Dean Carto, Susan Smith and the entire staff go above and beyond to make sure your questions are answered and your financial portfolio is well looked after. They treat you like family and I feel very blessed to have them looking after my families needs."
- Kelly
Products and services
Our team is here to help you with your financial planning needs. Browse through our offerings to learn more about how we can assist you. When we meeting, we will discuss what might be right for your unique situation. Reach out to us if you have any questions or are ready to get started.
Business owners
Life insurance products
Saving, budgeting and investing
Stay informed
See more articles
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Office information
