Dipesh Donda - Financial Advisor

05/02/2026

If you still hold a Universal Life Policy.
Think twice.
You wouldn’t want to End Up Begging to get paid little portion of a Lawsuit to fund your retirement.

Comment UL and I will help you to Understand your Universal Life Policy.

04/23/2026

Today we visited the beach, and a kind, wise gentleman quietly captured this beautiful moment for us without us even knowing.

Thank you, Peter, for taking such an amazing photo 😊 It turned out absolutely beautiful.

02/25/2026

Tax season is the perfect time to think bigger than quick purchases. Using your refund to pay down debt, save for emergencies, or invest in long term goals can make a real difference.
If you’re not sure where to start, l’m a financial professional—and I’m here to help guide you. Reach out to me if you’d like to talk through your financial game plan!

02/25/2026

Tax season is the perfect time to think bigger than quick purchases. Using your refund to pay down debt, save for emergencies, or invest in long term goals can make a real difference.
If you’re not sure where to start, l’m a financial professional—and I’m here to help guide you. Reach out to me if you’d like to talk through your financial game plan!

02/22/2026

02/21/2026

Doing what’s right never goes out of style! I am proud to be part of a company that’s celebrating 49 years of freedom for families.

12/28/2025

Hello,

Quick reminder about the First Home Savings Account (FHSA):
• Tax-Free Savings: Contributions are tax-deductible, and withdrawals for your first home are tax-free.
• Annual Limit: Contribute up to $8,000 annually (lifetime max of $40,000).
• Deadline Alert: Make your contributions before 31st December to take advantage of this year’s benefits!

Feel free to message us @ +1 (438) 830-4664 / +1 (514) 796-9191 if you have questions or need help with your FHSA. Let’s make the most of this opportunity!

06/25/2025

“Why pay more for life insurance when you can buy term insurance and invest the rest?”