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Rachel Desmarais CFP, CLU, CEA, EPC, CHS - Financial Advisor Collingwood, ON

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Rachel Desmarais CFP, CLU, CEA, EPC, CHS - Financial Advisor

For 23 years, through my firm Desmarais Financial Services, in Owen Sound, I have served the financial needs of individuals and couples living in Southern Ontario.
I’m licensed to do financial planning and am certified through separate organizations for such purposes as insurance and investments, elder planning counsellor, executor advisor, and health insurance specialist.
It all starts with an initial consultation that looks at all aspects of a client’s financial life to get a clear view of where you are.
From regular reviews, the client and family know precisely where they are and what they need to do to keep on track to meet goals by delivering seamless advice and service integrating the specific, unique, and ongoing needs of every client.

Phone: 519-416-1600

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