Nadine Dutra, CFP Financial Advisor

Nadine Dutra, CFP Financial Advisor Financial Advisor with Desjardins Financial Security Independent Network and Desjardins Financial Security Investments Inc for mutual fund distribution.

I am licensed for life and health insurance and mutual funds in Ontario.

When your finances are spread across multiple places, it’s not that you’re doing it wrong- it just hasn’t been brought t...
06/23/2026

When your finances are spread across multiple places, it’s not that you’re doing it wrong- it just hasn’t been brought together yet.

Diversification is good but when you’re struggling with the feeling of a lack of direction that’s not security no matter how much you have in assets.

Happy so many of you have chosen me to help you organize it all into one plan. ✅

Most families I meet are doing a lot of the right things – they just don’t know if it all works together. That’s where a...
06/15/2026

Most families I meet are doing a lot of the right things – they just don’t know if it all works together.
That’s where a clear plan makes all the difference.
❓Do you know what resources you have to make up your retirement income?
❓Do you know what tax consequences on death apply to your assets?
❓Do you understand why you have your kids on either an individual or family RESP plan? What’s the benefit?

If you’re struggling to answer these, don’t feel bad! Most families I meet can’t in the beginning 🙂
📧 Let’s map out your current plan together and see if everything is working in your favour.

THANK YOU ❤️It’s come to my attention that I placed in both categories again this year.Appreciate everyone that took tim...
06/09/2026

THANK YOU ❤️
It’s come to my attention that I placed in both categories again this year.

Appreciate everyone that took time to vote, our mission to grow and serve our community continues.

Your referrals mean everything 💐

If you have old policies I can likely become the servicing agent on them so we can keep everything together and updated....
06/08/2026

If you have old policies I can likely become the servicing agent on them so we can keep everything together and updated.

If we haven’t consolidated policies yet shoot me a DM and we can review what can be done to make your life easier.

Even if you work with a professional, your tax return is still your responsibility.Every year I see avoidable mistakes —...
04/29/2026

Even if you work with a professional, your tax return is still your responsibility.
Every year I see avoidable mistakes — missing deductions, incorrect pension amounts, or credits that weren’t claimed simply because no one double-checked the details.
In my Spring newsletter, I walk through: ✅ The key sections of your T1 to review
✅ Common error spots (RRSPs, pensions, FHSA, credits)
✅ A simple way to catch mistakes before you file
It’s a quick, practical overview designed to help you feel confident before you sign anything.
👉 Subscribe to receive the full newsletter
(A DM will do!)
Because peace of mind starts with understanding what you’re signing.

This has come up a few times this week and it got some of us chuckling.What can I say 🤷🏻‍♀️ we become close and I’m ofte...
04/17/2026

This has come up a few times this week and it got some of us chuckling.
What can I say 🤷🏻‍♀️ we become close and I’m often someone that knows the most personal stuff about you.
I kind of sit on the sidelines as you go through life but I’m often one of the first people that’s notified about major things.
I’m one of the first calls after a birth, after a death, after a diagnosis, after a job transition, after a house purchase and how many pregnancies I’ve found out about before “we haven’t told people yet”.
It’s an odd position but I’m so grateful for every single one of you that shares your journey with me ❤️

This is a great month for couples to connect on all things financial.Topics - Major expenses over the next 6 months- Whe...
04/13/2026

This is a great month for couples to connect on all things financial.
Topics
- Major expenses over the next 6 months
- Where will you cut back if needed?
Example gas prices spike… not forecasting just an example
- Are there pending tasks in your financial plan?
Wills/POAs/ Beneficiary updates
Having these discussions ahead of time will put you ahead of the game ✅

Life moves fast.Take the time to update the list of what you own and who you owe just in case.This list can save an exec...
04/10/2026

Life moves fast.
Take the time to update the list of what you own and who you owe just in case.
This list can save an executor HOURS of tracking time.

Address

123 Pioneer Drive Unit 208
Kitchener, ON
N2P2A3

Telephone

+15197424691

Website

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