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.

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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

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

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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Is buying a home in Canada even worth it or should you just rent? | Urbanized

Is buying a home in Canada even worth it or should you just rent? | Urbanized

To rent or to buy a home in Canada? If you’re a millennial living in this country, that may be the big question in your life right now. With the Bank of Canada recently cutting its key interest rate for the third time, and housing prices in some major cities forecasted to decrease sharply by the end of the year, you may be weighing your options. Despite the softening housing market, the cost-of-living crisis persists. So, is it really worth buying a home in Canada, or are there benefits to being a renter? Daily Hive spoke with Thuy Lam, a certified financial planner and money coach based in Toronto. She offers advice-only financial planning, which means that she can remain completely objective because she’s not selling any financial products.
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Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.

Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.

#SunLifeOnePlan #Insurance #YourWealth
Bank of Canada cuts interest rates to combat slowing economy - MoneySense

Bank of Canada cuts interest rates to combat slowing economy - MoneySense

The Bank of Canada lowers its interest rate to 2.5%, aiming to boost growth amid economic weakness, with more cuts possible depending on inflation and trade.
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Office information

Nanaimo, BC

Phone:

(250) 933-2500

Email:

dean.carto@sunlife.com

Address:

Office hours:

Monday: 9.a.m - 5.p.m.

Tuesday: 9.a.m - 5.p.m.

Wednesday: 9.a.m - 5.p.m.

Thursday: 9.a.m - 5.p.m.

Friday: 9.a.m - 5.p.m.

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Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.