Donald Pelletier - SFL - DSFRI
Donald M. Pelletier
- Life and Health Insurance Advisor
- Investment Fund Advisor*
- Financial Security Advisor
Offering Life, Health, Group Insurance and Investments
For nearly 20 years, I have been a proud partner in my clients' financial success. I have developed these relationships based on transparency and trust. Your best financial interests are always what guide me in providing you personalized solutions.
I pride myself in being a partner in my clients' financial success. I build relationships based on transparency and trust. Your best financial interests are always what guide me in providing you personalized solutions.
I will help you review your situation and propose a two-pronged approach: grow your assets so you can carry out your plans, and financial security so that you can protect yourself, your loved ones and your lifestyle from life's unexpected challenges. Your values, needs and preferences are what will guide me when I propose the best possible solution for you.
My mission is to provide sound advice and help you achieve your financial security goals by listening to your priorities and aspirations. I help you identify your short and long-term needs and develop a suitable financial security plan.
The values that motivate my commitment to you:
I look forward to you putting me to the test.
I am 100% committed to developing the best financial strategy for you, to being accessible, and to providing top-quality advice and services that are a perfect fit with your needs, in order to:
- Protect you in the event of disability, loss of independence or critical illness
- Plan ahead so you can finance your goals
- Manage your debts
- Determine your financial needs for retirement
- Prepare for your estate settlement plan
I will enjoy working with you through all of life’s changes to guide you in your financial decisions.
Financial services and products can be complex and seem to be changing every year. With my commitment to continuing education, I stay on top of my game and can provide you with pertinent, timely advice to guide you with your financial security planning.
Part of managing money involves managing the emotions and expectations of my clients. You’ll find that I’m a good compassionate listener but I will also help you maintain your focus and discipline when it’s required.
Research shows that people who work with a financial services professional accumulate more assets over time and benefit from a more enjoyable retirement. Thus, the work of your advisor contributes to your financial well-being.
Households working with an advisor have 2.1 times the median financial assets of those without.
Investors working with a financial services professional say they are more confident and more likely to benefit from a comfortable retirement if they have been advised for more than 10 years.1
Thanks to the support of a dynamic team and the assistance of financial service-related experts, I am able to offer you access to a full range of services and advice on tax and legal issues that will benefit your financial security situation.
While you will be working with me as your financial services professional, there is a team behind me at my financial centre and head office who are dedicated to your success.
I have decided to associate myself with Desjardins Financial Security Independent Network - a major distributor of financial products and services - because I get all the support I need to provide the excellent service my clients have come to expect.
Being a part of Desjardins Insurance2, a leader amongst life and health insurers in Canada, Desjardins Financial Security Independent Network has financial centres and sub-branches across the country.
* Mutual Funds are distributed through Desjardins Financial Security Investments Inc.
1 Jon Cockerline, PhD, New Evidence on the Value of Financial Advice, IFIC, 2012; and, The Value of Advice Report 2012, IFIC
2 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.