Danny Chiasson Financial Services

Danny Chiasson Financial Services

  • Financial Services Firm

Vision

Our comprehensive approach helps you achieve the best results. We adjust our plans to keep up with you throughout your life. Our team includes an accountant and a lawyer to make sure your financial strategy is in line with your income and your investment management and estate plans.

Mission

We work with YOUR goals, projects and dreams to build proactive strategies that change as your life changes. We work as a team to maximize opportunities for you, your family and your business.

722 Acadie Avenue, 2nd floor, Dieppe, NB  E1A 5Y5

T: 506-872-1010 ext. 6103  |  F: 506-872-1018
danny.chiasson@sfl.ca

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.

 

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.

I decided to work under the banner of SFL Wealth Management, one of the largest distribution networks of financial products and services in Canada, because I have access to many different financial companies. This allows me to make objective recommendations that are best suited to you and your situation.

SFL Wealth Management is a partner of Desjardins, the leading cooperative financial group in Canada, which gives my network proven financial stability and unmatched support.

SFL Wealth Management and its counterpart out of Quebec and New Brunswick, Desjardins Financial Security Independent Network, form a network of financial product and service distributers that focus on wealth management. We personalize our service offer to meet your changing needs. No matter the goals you set or the unexpected situations you face, the independent advisors affiliated with our network can help you develop a financial strategy. You can count on the stability of Desjardins, the leading cooperative financial group in Canada, the support of a multi-disciplinary team of financial professionals and their freedom to choose from the best offers available in the market.