Individual and Family
You may be on your own, or you may have a family to support. You may want to maximize your savings and your spending, but don’t know what the right mix is. You know you need to protect yourself and your loved ones, but you may not know where to start. This is what we do best. We work with you to create a plan to identify your top priorities and work through the list to ease your mind of financial worries.
What we provide:
- Investment plans and accounts
- Retirement savings and income plans
- Portfolio investment management*
- Private equity*
- Insurance, life insurance, illness insurance and disability insurance
- Tax and estate planning
*Janea Dieno offers access to private market investments and portfolio management referrals provided through her registration with Raintree Financial Solutions Inc.
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