Dana MacMillan - DFSIN - SFL
Dana MacMillan
- Financial Security Advisor
Offering Life, Health, Group Insurance and Investments
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:
- Expertise
- Objectivity
- Relevance
- Familiarity
I am 100% committed to developing the best financial strategy for you, to being accessible, and to providing top-quality advice and services that are a perfect fit with your needs, in order to:
- Protect you in the event of disability, loss of independence or critical illness;
- Plan ahead so you can finance your projects;
- Manage your debts;
- Determine your financial needs for retirement;
- Prepare for your estate settlement.
Moreover, with my commitment to continuing education, I can provide you with pertinent, timely advice to guide you with your financial security planning. I offer you my expertise and knowledge to help you carry out your most important goals.
I have decided to associate myself with Desjardins Financial Security Independent Network, a major distributor of financial products and services that gives me all the support I need to provide the excellent service my clients have come to expect. Being a part of Desjardins Insurance1, a leader amongst Life and Health Insurers in Canada, Desjardins Financial Security Independent Network and its Quebec counterpart SFL have over 1,500 partner representatives and more than 40 financial centres and sub-branches from coast to coast.
21900 Westminster Hwy, Suite 210
Richmond, BC V6V 0A8
Direct line: 778-241-8048
Tel: 604-592-7550 | Fax: 604-592-7559
dana.macmillan@dfsin.ca
1 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.