JW
About Jesse
I'm a professional broker
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I've over 30 years of experience helping my clients.
Who I'm
I started off my career working in the trades, and I thought I would be working there until retirement. I ended up suffering injuries that forced me to change my plans. It was a painful lesson that taught me the value of planning your financial future, as well as the heavy cost of putting it off for another day.
Ever since, its been my mission to bring you, your family, & your business the confidence and clarity that comes with true financial security.
My Process
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.
A comprehensive approach
Your life is constantly changing: having a family, buying a home, changing jobs, facing health issues, transferring your business, planning your retirement. That’s why I will make sure your financial strategy is in step with your reality, while growing your assets and maintaining your quality of life.
We will rely upon the comprehensive review of your situation and your goals that we undertook together to guide us through good times and bad. No matter what life has in store for you, you can always count on me. I’m in your corner, always there to help you stay the course and push your limits. Together, we’ll do more.
My values
My professional practice is characterized by the values I hold dear:
I bring these values to every relationship in my practice.
Discipline: At the heart of my practice
When it comes to my practice, discipline is always my top priority. I’ve completed the necessary licensing requirements and always pursue professional skills and training so that I can put the latest industry knowledge to work for you. Desjardins Financial Security Independent Network ensures strict adherence to professional standards, obligations and regulations.
A solid network
I decided to work under the banner of Desjardins Financial Security Independent Network, 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.
Desjardins Financial Security Independent Network is a partner of Desjardins, the leading cooperative financial group in Canada, which gives my network proven financial stability and unmatched support.
The value of financial advice
Research has shown that there’s real value in financial advice and that it provides an undeniable advantage to investors.
● Households that have had an advisor for 15 years or more accumulate 290% more in assets (3.9 times more) than households that haven’t.
● Households that have an advisor have 2.1 times more financial assets than households that don’t.
● Investors that have an advisor are more confident and more likely to have a comfortable retirement if they’ve received financial advice for at least 10 years.
● Advisors can help investors manage their emotions, which can add approximately 1.5% to portfolio returns.
About Desjardins Financial Security Independent Network
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.
Saturday - Thursday : 8:30 am - 10:45 pm
I started off my career working in the trades, and I thought I would be working there until retirement. I ended up suffering injuries that forced me to change my plans.
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Jesse Whalen