ABOUT OUR FINANCIAL SERVICES
Di Stasio Financial Inc. specializes in insurance of individuals and their family members1. Our services cover life and health insurance, disability and critical illness insurance1.
Di Stasio Financial Inc. also offers retirement products such as RRSP, RRIF, LIRA, and annuities1-2. Additional services include investment2 funds and guaranteed investment certificates (GIC)3. We advise you on how to prepare for changes in your life and the life of your loved ones. We also offer solutions that can be tailored to your needs from securing current financial obligations to securing a financially healthy retirement in the future.
With expertise spanning investment strategies, retirement planning, annuities and life insurance we are able to offer sound advice to help you make the right financial decisions.
We believe that long-term financial objectives rely on having the adequate plan that fits your needs and that is flexible enough to grow or change with your circumstances. Planning your financial future can be cumbersome, but should not be a burden. With our help, we will ensure that the details of the plan are clear and there is no ambiguity. We are licensed professionals with years of financial planning experience who are proficient in creating long-term effective and fruitful strategy. If you want to invest wisely or if your concern is not having enough funds to support your retirement, we are able to assist you.
We develop financial strategies that are catered to help you generate income during the upcoming period of retirement. Such financial strategies are guaranteed to provide sufficient support and cannot be outlived. We can help you significantly minimize or even eliminate stock market risks from your retirement portfolios. We will ensure that the financial strategies will shield and protect your assets from unexpected health care expenses, and preserve financial legacies for your heirs, and loved ones. Our objective is to help you get through your retirement with peace of mind, and without any financial risks.
(1) Insurance products are provided through multiple insurance carriers. • (2) Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund investments. Please read the Fund prospectus carefully before investing. Mutual fund investments are not guaranteed, their values change frequently, and their past performance may not be repeated. Mutual funds products are offered through Investia Financial Services Inc. • (3) Guaranteed Investment Certificates (GICs) are offered through multiple carriers.