Financial Planners – The Financial Family Doctor – Sponsored by Jeffrey Gregory Presents: Financial Planners: The Financial Family Doctor Sponsored by Jeffrey Gregory Of Desjardins Financial Security Investments Inc.

Join us on Feb 9th. at 7:00 p.m.

The CPA Toronto Accounting Group & Present:Financial Planners: The Financial Family Doctor

What is the difference between a financial advisor and a financial planner? 

What is the difference between a general practitioner and a cardiologist? 

A financial planner is the financial family doctor trained to help you, your family, your business and your estate to treat, prevent, discover and assist in many financial matters that affect you. 

A good financial doctor knows when to involve other financial professionals for their expertise and specialization in needed areas.  No different than the doctor referring to a cardiologist, a podiatrist and a physiotherapist; a good financial planner knows when to recommend an accountant, a mortgage broker and a lawyer.  Marketing has been rampant about not needing financial planning advice.  Statistics constantly show the increased net worth value financial planning advice brings. 

This open discussion presentation will help better understand the role a financial doctor plays in your lifetime financial wealth and well-being.  Strategies ranging from buying your first home, to retiring the way you want and ending with providing your estate l with maximum value and leaving a legacy you never thought possible.

Speaker: Jeffrey Gregory

Jeff Gregory– B.A., C.F.P., P.F.P., C.H.S. in Mississauga! Offering sound advice, planning and support with all your financial needs. Jeff Gregory works closely with clients in preparation for their present and future financial obligations.

He is constantly striving to help clients to reach their financial goals, and emphasizes awareness in “what if” situations, ensuring clients and their assets are always protected. For more information, or to consult with Jeff Gregory about your financial situation, please contact him today or visit him on Facebook. (905)366-4402 or Jeffrey Gregory Facebook

Certified Financial Planner – Desjardins Financial Security Investments Inc.
Join Zoom Meeting

Meeting ID: 860 4744 4847

Passcode: 381369


Great workshop, very valuable and inspiring. I would like to attend the workshop again………..Chiedozie Megwa

Each event is fantastic! I learn something new every time that will help me in my professional and personal life. I hope to be a regular in events. Mrigank Kabra

The workshop was very informative and well organized, covering the relevant topics and providing the right amount of content. The audience had adequate opportunity to ask questions to the speaker and interact with the fellow attendees. It was a workshop worth the time and cost. Look forward to attending the future workshops. Kul Makkar Director ITA Canada

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