Beverley Allen, FLMI

Committed to Your Dreams

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, keeping in mind the values that motivate my commitment:

• Availability
• Competency
• Integrity
• Respect

Recognized Skills

I stay on top of all the latest developments in the area of financial security planning and update my knowledge continually to ensure that I can offer the best and most current advice, with my clients’ needs front of mind.

My Partners and Support

I have decided to associate myself with Desjardins Financial Security Independent Network, a major distributor of financial products and services that gives me all the support I need to provide the excellent service my clients have come to expect. A subsidiary of Desjardins Financial Security, a leader amongst Life and Health Insurers in Canada, Desjardins Financial Security Independent Network and its Quebec counterpart SFL have over 1,500 partner representatives and more than 40 financial centres from coast to coast.

Thanks to the support of a dynamic team and the assistance of financial service-related experts, I am able to offer you a full range of services and advice on tax and legal issues that will benefit your financial security situation.