Mary Marentette - Desjardins Financial Security Independent Network

09/29/2026

Back‑to‑School Budget Check‑In
School supplies, lunches, tech, clothing — a quick September budget check keeps surprises away and your month running smoothly.

To effectively manage your back-to-school budget, consider the following tips:
Inventory Your Needs: Before shopping, check what you already own and decide what needs replacing. This can save you a significant amount.

Set a Budget: Determine a spending cap per child and allocate funds for essential items like school supplies, clothing, and technology.

Shop During Sales: Look for sales and clearance events to get the best prices on school supplies and clothing.

Use Coupons and Cashback Apps: These can help you save money on your purchases.

Plan for Lunches: Prepare nutritious lunches in advance to avoid unexpected expenses.

By following these strategies, you can ensure a smoother back-to-school experience while staying within budget.

09/22/2026

Back to School RESP Review
Back‑to‑school is the perfect reminder to revisit your RESP and make sure grants, contributions, and investments are all on track.

09/11/2026

September is the real New Year for families New beginnings, fresh routines, fresh goals, and the perfect time to get your cashflow organized for the year ahead

08/26/2026

Golf & Spa Day Event!

Thank you to Al Roissl and the SWO Desjardins team for putting together this great experience. It was wonderful to spend time with fellow advisors, share stories, exchange ideas and reset!

Thank you for organizing such a memorable and rewarding day!

07/30/2026

Clients who feel most confident aren't necessarily the wealthiest.
They're the ones who know where they stand and have a plan for what's ahead.
Think of a financial plan like a GPS. The destination matters, but so do the habits, decisions, and milestones along the way.
Life will bring detours. A roadmap helps keep you moving forward.
Do you know what your roadmap looks like?

07/22/2026

07/14/2026

-Caradoc

06/15/2026

I've started offering something I'm really passionate about which is called the Family Protection Planning. In 20 minutes we will uncover risks, identify gaps and build a sample plan to protect what matters most to you. If you're looking for clarity and peace of mind , please message me.