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Peter Jong

Peter Jong

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  3. Our Process

Our Process

A strong planning process is the best way to create a financial security plan. It is crucial to create a financial plan that protects your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.

With these goals in mind, we will work together to assess your total financial security planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.

This goal-based financial security planning approach is designed to help you:

  • Define customized short and long-term goals that ensure you choose only the right financial products and services
  • Identify roadblocks or gaps that might impact your financial planning strategy
  • Continually monitor your plan to ensure it meets your changing needs

About

  • Our Team
  • Our Philosophy
  • Our Process

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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