What We Do

Financial Peace of Mind Program

What We DoTo achieve financial peace of mind, we believe in the power of conversation. So whether you are new to our practice or have been dealing with us for many years, a capacity to listen is central to our success.

We work hard during our conversations with you to discover your financial hopes and dreams; your financial apprehensions and fears; your immediate and long-term financial goals. We then create a personalized Statement of Understanding for your family that defines and clarifies your financial objectives.

The Delfino Group’s process embraces far more than investment advice, important though that is. Discussions on tax minimization, insurance, trust and estate planning, legacy creation and inter-generational wealth transfer are important steps in our process. All these issues are connected and, we believe, that no truly comprehensive financial plan can afford to ignore them.

We call this unique and exhaustive process The Financial Peace of Mind Program

They are the foundation for everything we do for you.

The Transition to Retirement ConversationWhat is your personal vision for retirement? If you are within two years of retiring, now is the time to identify and align your lifestyle goals with your financial resources. Complex financial and personal situations demand greater preparation and planning so start your Conversation today and move seamlessly from the past you’ve enjoyed to the future you really want.

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The Retirement Income Reality Cheque ConversationConsider for a moment that a stamp in 1979 cost 15 cents, but in 2015 costs one dollar. Then ask yourself if you know what your income will be 30 years into your retirement. The Retirement Income Reality Cheque Conversation is a review that looks at your ability to grow your income into retirement, protecting your purchasing power even after you stop working.

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The Lifeboat Drill ConversationHave you ever been on a cruise? Each cruise begins with a lifeboat drill to ensure you understand what could happen at sea, and what to do in case of an emergency. Our Lifeboat Drill Conversation is a truly effective way for investors to better manage the volatility of the financial markets & helps our clients to execute prudent investor behaviour, regardless of the situation.

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Financial Bomb Shelter ConversationThere are a few sure things in life; death, taxes and that your investment portfolio will experience a drop at one point. The Financial Bomb Shelter Conversation teaches you how to understand that market fluctuations are something to look forward to, and not to be feared. What is a Bomb Shelter? It’s a portion of your portfolio that is set aside to use during a Bear Market – and we create a personalized one for each and every client. More Info…

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The 30/30 Reflection ConversationThis Conversation ensures that you have your wealth and family pension plan well positioned in order to succeed and reach your goals. We make sure that we understand what each individual account represents to a client – be it a major purchase in the short term or retirement assets that need to generate lifetime income over the long term. The Job Descriptions help clarify and implement the strategic decisions we make.

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The Family Road Map ConversationMost Canadians spend less than 1 hour a year on their financial plan. Doesn’t your future deserve more time? Our Family Road Map Conversation is the last step in our initial financial planning process. The personalized Road Map outlines the key goals for the next 24 months in your family’s financial plan, and helps you to stay on track to reach those goals.

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