Valerie Mallett - DFSIN

09/08/2026

Retirement is getting closer… but do you know if you’re making the RIGHT decisions? 🤔

You’ve spent years building your pension, investments and savings. Now it’s time to make sure those pieces are working together to support the retirement you want.

As retirement approaches, there are some important decisions to consider:

💰 When should you start taking your pension and government benefits?
📊 How should your investments be positioned?
💵 What accounts should you draw from first?
🧾 How can you manage taxes in retirement?
🏡 Will your retirement income support the lifestyle you want?
❤️ And what happens to your assets and loved ones when you’re gone?

There’s no one-size-fits-all answer.

I work with individuals and couples approaching retirement to help them understand their options, connect the dots, and make informed decisions with confidence.

If retirement is on the horizon and you’re wondering, “Am I doing this right?” Let’s have a conversation. ☕️

Sometimes, a second set of eyes is all you need to feel confident about the road ahead.

08/18/2026

DTC approval is a big win, but many families don't realize it's just the beginning. Rachel at RM Tax Services helps families get approved, and I help them discover opportunities like RDSP grants that can make a meaningful difference in their financial future. Reach out to Rachel to get the conversation started!

Have questions about your taxes or want to know how to apply for the Disability Tax Credit?

Call 226-724-1119

08/12/2026

Grateful 😊

Official 2026 Community Voting Awards Platform for Windsor, ON. Where the community votes for their favourites every year.

08/10/2026

𝙇𝙤𝙤𝙠𝙞𝙣𝙜 𝙩𝙤 𝙧𝙚𝙩𝙞𝙧𝙚 𝙞𝙣 𝙩𝙝𝙚 𝙣𝙚𝙭𝙩 3-5 𝙮𝙚𝙖𝙧𝙨?
Have you reviewed your wealth-building strategy lately?
It’s an important step to stay on track with your financial objectives. I can help you make sure you’re saving enough and that your investments are headed in the right direction. Contact me today!

08/02/2026

Happy Long Weekend! ☀️
I hope you find time to relax, recharge, and make some great memories with the people who matter most. Stay safe and enjoy!

07/29/2026

As a mom, I know firsthand that protecting your family’s future comes before everything else. 🤍

That’s why I’m passionate about helping parents build tailored, complete financial strategies that offer real peace of mind.

Let’s protect what matters most to you. Call or message me to set up a 1-on-1 chat! 📲

07/26/2026

Jen is an amazing travel expert!
Reach out to her for help on your next vacation!

https://www.facebook.com/share/1EoKPWDbGH/?mibextid=wwXIfr

I’m a Border City Travel Agent specializing in all inclusive, cruises, everything Disney, Universal packages, tours and everything in between. As an agent who’s been there and done it I can give you real experience and first hand knowledge to help you. ☀️

07/22/2026

07/21/2026

Hi, I’m Val 👋

I’m an independent financial advisor, and I help individuals, families, and business owners protect what they’ve built while planning confidently for the future.

As a mom, I know how important it is to feel secure in the decisions you make for yourself and the people you love. That’s why my approach is rooted in education, trust, and personalized guidance. I take the time to understand your unique goals and simplify the financial decisions that can often feel overwhelming.

I’m proud to serve the Windsor-Essex community and build lasting relationships by empowering my clients to make informed decisions for themselves, their families, and their businesses.

I’m so glad you’re here, let’s make finances feel a little less stressful, together. 💚