My mission is to provide sound advice and help you achieve your financial security goals by listening to your priorities and aspirations. I help you identify your short and long-term needs and develop a suitable financial security plan, keeping in mind the values that motivate my commitment to you:

• Availability
• Competency
• Integrity
• Respect

Building a solid financial security plan together will help you balance all the aspects of your life by providing ways to prevent and protect against the financial risks associated with a disability, illness, loss of independence or death.

I am committed in guiding you in the achievement of your financial security goals by transforming your ambitions into concrete solutions to ensure that they are realized.

I stay on top of all the latest developments in the area of financial security planning and continually update my knowledge to ensure that I can offer the best and most current advice, with your needs front of mind.

Thanks to the support of a dynamic team and the assistance of financial service-related experts, I am able to offer you a full range of services and advice on tax and legal issues that will benefit your financial security situation.

1457 McCowan Road, Suite 208
Toronto, ON M1S 5K7
Tel.: 416-297-1766 ext. 348 | Fax: 416-297-6015
Direct line: 905-448-5313 | Cell: 289-685-0149
john.ellis@dfsin.ca