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Peter Jong

Peter Jong
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  • About 
    • Our Team
    • Our Philosophy
    • Our Process
  • Our Services 
    • Investments
    • Insurance
    • Retirement Planning
    • Your Finances
    • Asset Allocation
    • Charitable Giving
  • Contact

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  • Your Financial Security is My Business

     

  • MY CLIENTS HAVE THE COMFORT OF KNOWING THAT THEIR NEEDS AND INTERESTS COME FIRST

     

  • I SERVE MY CLIENTS THROUGH LONG TERM RELATIONSHIPS BUILT ON TRUST

     

   

Why Me?

I am dedicated to professionally supporting, educating, and providing informed direction to each and every client.

 

About

I am dedicated to providing investment planning and strategic wealth planning that is right for you. Simply put, I strive to be my client’s trusted advisor.

 

Our Philosophy

My focus is to understand your goals and develop a plan to reach them. I will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

 

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.

 

Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

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Resources

I have the resources to keep you informed.

 

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Contact Me

Don't hesitate to get in touch with me.
I would love the opportunity to become your trusted advisor.

Phone: 250-589-9470
Fax: 250-483-6408
Toll Free:

Email: peter.jong@dfsin.ca

Suite 301, 1321 Blanshard Street,
Victoria, British Columbia V8W 0B6

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*Mutual funds distributed through Desjardins Financial Security Investments Inc.

 

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