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Donald Goertzen,CPA, CGA, PFA

Donald Goertzen,CPA, CGA, PFA

  • Financial Advisor
5070 Dixie Road Mississauga, Ontario L4W 1C9 Tel: 905-276-9456 ext. 3315 | Cell: 519-927-3937 Toll-free: 1-866-306-2676 | Fax: 905-276-4964
don.goertzen@dfsin.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.

 

Desjardins Financial Security Independent Network and its counterpart in Quebec and New Brunswick, SFL Wealth Management, 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.
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.