Take the right step toward your financial future.

APPROACH

Dream big. Worry less.

Whether starting from scratch or looking to invest your hard earned savings, planning for your financial future can seem daunting.

My Den Financial offers a guide on the path, not only for the beginning of your journey, but the whole way through. We’re here to listen, to understand your needs and desires, to overcome obstacles and facilitate difficult conversations.

PROCESS

STEP 1

Conversation.

To take care of your financial needs, it all begins with a conversation. Through our initial chat we will work together to understand your current situation and your goals for both the short and long term. We will discuss the challenges ahead and any concerns you may have. Whether your journey is solo or includes a partner, the first step for us is always an open dialogue prior to offering any services.

STEP 2

Designing the
plan together.

Once we have a clear understanding of your objective and needs, we will compile everything discussed into a comprehensive and affordable plan to help achieve your financial goals.

STEP 3

Putting the plan
in motion.

Every client is unique, and so every strategy is unique too. We implement products that support you for the short and long term, monitoring your progress and adjusting as needed. As we move along the path, we will keep you up to date with regular check-ins to ensure you are reaching your goals.

SERVICES

Using the right tools for the journey.

At My Den Financial, we provide counselling and planning using products that serve you in the present, the future and at your death.

Your financial plan may include:

  • Life insurance

  • Critical illness insurance

  • Disability insurance

Insurance

  • RRSP

  • TFSA

  • RESP

  • FHSA

  • Non-registered investments

Investments

  • Chequing & savings accounts

  • Mortgages

Banking Solutions

TEAM

Josée Denison.

Josée has been working in the life insurance and investment industry for many years. She is the owner of My Den Financial. Josée is married to Chuck and together they are raising two teenage boys. She is forever curious and expanding her knowledge about money, finances, nutrition, health & wellness. She also recently started taking piano lessons to keep her mind sharp!

Mike Myre.

Mike started working in the industry in 1985! Needless to say, as he approaches the end of the fourth decade on the job, he has an abundance of knowledge as witnessed by numerous industry designations. Mike’s number one priority is his family. He and his wife Christine have 3 daughters, 3 sons-in-law and 6 grandkids. Mike loves to be outdoors. In the summer he’s being adventurous on his mountain bike and in the winter, he’s racing his grandchildren skiing down the slopes.

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