deGraaf Financial Strategies
5/5
Opening at 9:30 am
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Details & Description
Independent Certified Financial Planner - ranked #2 on Canada's Top 50 Advisors list and voted one of Burlington's Best Financial Planners since 2009. Leony specializes in retirement & estate planning for Seniors, Women & Widows. Contact us today to arrange your no-obligation, Complimentary 1 Hour Consultation appointment for a 2nd opinion - you will be glad you did! *We are open and CoVid friendly - masks in the office are mandatory and the office is sanitized before and after client meetings. * Virtual Meetings are also available! * more... See more text

Products and Services

  • #shoplocalonline,
  • Asset Management,
  • Early Retirement,
  • Elder Care Planning,
  • Estate Planning,
  • Financial Security Advisor,
    • Investment Consultant,
    • Investment Planning,
    • Personalized Financial Plan,
    • Rrsp Advice,
    • Tax Consultant,
    • Tfsa Advice,
    • Wealth Management,
    • CFP,
    • Financial Planner,
    • Retirement Planning,
  • more...
  • less...

Specialties

  • Retirement Income Planning,
  • Estate Planning,
  • Estate Transition,
  • Gradual Inheritance,
  • Probate Fees,
  • EIR,
    • CFP,
  • more...
  • less...

Languages Spoken

  • English,
Location
769 Old York Rd, Burlington, ON
Useful Information

Opening Hours *Holiday hours

Monday
Tuesday
Wednesday
Thursday
Friday
Appointment Only
Appointment Only
Verify with Merchant

Rates:

  • Commission Based,
  • Fee Based,
  • Fee For Service,

Methods of Payment:

  • Personal Account

Ratings & Reviews - deGraaf Financial Strategies

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    MacsMom
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    Voted one of Burlington's favorite Financial Planners since 2009

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