Nom du conseiller

Michelle Delos Reyes, CFP®, CPCA, CIM

  • Certified Financial Planner®

For over 20 years, I have been a proud partner in my clients' financial success. I value relationships based on honesty and trust. Your values, needs and preferences guide me in recommending solutions in your best interest. I am committed to helping people live life with comfort and dignity.

I always pursue high-level professional skills training so I can put the latest industry knowledge to work for you and provide quality advisory services that take market trends and your needs into account. I maintain the following designations : CFP®, CPCA, CIM. 

Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you — I'll consider every aspect of your financial security, including:

  • Establishing a personal budget
  • Reviewing your investments
  • Evaluating any insurance needs
  • Determining if you can reduce your taxes
  • Planning your retirement
  • Understanding your estate wishes, and any legal matters

After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.

(905) 276-9456

5070 Dixie Road
Mississauga, ON L4W 1C9

Phone: 905-276-9456 ext. 4420
Toll free: 1-866-306-2676
Fax: 905-276-4964

michelle.delosreyes@dfsin.ca

My professional practice is characterized by the values I hold dear:

  • Integrity and loyalty
  • Availability and independence
  • Professionalism and skill
  • Exceptional service

I bring these values to every relationship in my practice.

1 © 2016, Claude Montmarquette and Nathalie Viennot-Briot, The Gamma Factor and the Value of Financial Advice, https://www.cirano.qc.ca/files/publications/2016s-35.pdf.

2 Jon Cockerline, PhD., New Evidence on the Value of Financial Advice, IFIC, 2012

3 IFIC. The Value of Advice Report, 2012.

4 VANGUARD. The Added Value of Financial Advisors, Toronto, 2014 and IFIC/POLLARA Inc. Canadian Mutual Fund Investors' Perceptions of Mutual Funds and the Mutual Fund Industry, Toronto, 2013.