About Us
Deichert Nesbitt Financial Strategies Inc. is an independent firm founded
in 1994 dedicated to serving our clients’ needs first. We are not a financial
institution and owe no allegiance to any single bank, life insurance company
or investment firm. This
gives us the freedom to survey the marketplace for those financial products
that best meet each client's unique needs.
We are Located at:
165 Huron Street, Suite 1
Stratford, Ontario
N5A 5S9
Tel: 519-271-5279
Fax: 519-271-8244
e-mail: knesbitt@deichertnesbitt.ca
We aim to be our clients’ principal financial advisors. Our own experience
spanning more than 35 years is augmented by our association with Manulife Securities Investment Services Inc. In addition to providing advice on a broad range of financial topics,
we can recommend specialized advisors, such as accountants and estate lawyers,
to assist with more detailed aspects of your financial or estate plan. We specialize
in comprehensive financial planning for retirement and insurance and risk management
for families and small business owners.
L to R : Ron Deichert (retired); Carolyn Debus, Client Services Co-ordinator;
Ken Nesbitt, CFP CLU CHFC Financial Advisor
Degrees and Designations
- CLU (Chartered Life Underwriter)
- Ch.F.C. (Chartered Financial Consultant)
- CFP (Certified Financial Planner)
Services
- Retirement Planning
- Tax Planning
- Insurance and Risk management
- Segregated Funds
|
- Estate Planning
- Investment Planning
- Cash Flow management
|
Mutual funds offered through Manulife Securities Investment Services Inc.
Insurance products offered through Manulife Securities Insurance Inc.
Financial
Planning offered through Deichert Nesbitt Financial Strategies Inc.
