deGraaf Financial Strategies

769 Old York Rd, Burlington, ON
905-632-9900

Independent Certified Financial Planner - ranked #2 on Canada's Top 50 Advisors list and voted one of Burlington's Best Financial Planners since 2009. Leony specializes in retirement & estate planning for Seniors, Women & Widows. Contact us today to arrange your no-obligation, Complimentary 1 Hour Consultation appointment for a 2nd opinion - you will be glad you did! *We are open and CoVid friendly - masks in the office are mandatory and the office is sanitized before and after client meetings. * Virtual Meetings are also available! *

deGraaf Financial Strategies - 769 Old York Rd, Burlington, ON

Opening Hours

Monday 9:30 am - 5:00 pm

Tuesday 9:30 am - 5:00 pm

Wednesday 9:30 am - 5:00 pm

Thursday 9:30 am - 5:00 pm

Friday 9:30 am - 12:00 pm

Appointment Only

Specialities

  • Retirement Income Planning
  • Estate Planning
  • Estate Transition
  • Gradual Inheritance
  • Probate Fees
  • EIR
  • CFP

Products and Services

  • #shoplocalonline
  • Asset Management
  • Early Retirement
  • Elder Care Planning
  • Estate Planning
  • Financial Security Advisor
  • Investment Consultant
  • Investment Planning
  • Personalized Financial Plan
  • Rrsp Advice
  • Tax Consultant
  • Tfsa Advice
  • Wealth Management
  • CFP
  • Financial Planner
  • Retirement Planning

Methods of Payment

  • Personal Account

Languages Spoken

  • English

Rates

  • Commission Based
  • Fee Based
  • Fee For Service

deGraaf Financial Strategies - Photos