Valerie Mallett - DFSIN

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Valerie Mallett - DFSIN Educating and empowering families and business owners to protect what matters most and build lasting wealth.

I provide clarity and guidance throughout your financial journey, ensuring you feel confident and supported just like my own family! Licensed to offer life and health insurance in the provinces of Ontario. Mutual Fund Representative

All products and services provided are unique & customized to each individual’s need.

-Life insurance
-Critical illness insurance
-Disability insurance
-Child life and critical illness insurance
-Individual & Group Health Coverage
-Investments (RRSP, TFSA, FHSA, RDSP, RESP, non-registered)
-Budgeting
-Debt management
-Retirement & Estate planning

Desjardins® and related marks are the property of the Fédération des caisses Desjardins du Québec used under license

☕️ What a wonderful morning having “Coffee & Conversations” at Ciao Caffe A huge thank you to everyone who joined us for...
10/24/2026

☕️ What a wonderful morning having “Coffee & Conversations” at Ciao Caffe

A huge thank you to everyone who joined us for our very first event. We loved seeing such an engaged group, asking great questions and sharing in the conversation.

We brought together a tax specialist, estate lawyer & financial advisor to facilitate the chat. This week’s topic was the “Disability Tax Credit”, who may qualify, how to apply, and some of the planning opportunities that can open up once approved.

We’re so grateful for the support and are already looking forward to the next conversation. ☕️ If you have an idea for a future topic for us to cover, feel free to let us know.

Busy weekend! Come out and say hi Sunday where I will have the truck all “tricked out” and be handing out treats 🎃👻🕷️
10/21/2026

Busy weekend!
Come out and say hi Sunday where I will have the truck all “tricked out” and be handing out treats 🎃👻🕷️

This Thanksgiving, I'm taking a moment to reflect on the people who make life and work so meaningful. I'm grateful for m...
10/11/2026

This Thanksgiving, I'm taking a moment to reflect on the people who make life and work so meaningful. I'm grateful for my family, friends, clients, and community who trust me to be part of their journey.

Wishing you and your loved ones a Thanksgiving filled with gratitude & cherished moments. 🍂🧡🦃

10/05/2026

Join us on Oct. 8 for our Starting a Small Business webinar and launch your business with confidence! This seminar will cover crucial topics such as crafting a solid business plan, licences and permits, government programs and financing options.

Register here: https://hubs.ly/Q04yZpnS0

One of the greatest privileges of my career has been the opportunity to work alongside older adults and retirees. Yeste...
10/02/2026

One of the greatest privileges of my career has been the opportunity to work alongside older adults and retirees.

Yesterday was National Seniors Day, and I am reminded of how much I've gained from the relationships I've built with clients over the years.

While financial planning often begins with discussions about money, investments, and retirement, some of my most meaningful moments have come from simply listening. Listening to stories about raising families, building businesses, overcoming challenges, celebrating successes, and navigating lifes unexpected turns. I've laughed, shed tears, learned life lessons, and been inspired by the resilience, wisdom, and generosity of the people I've had the honour of serving.

The truth is, many seniors carry a lifetime of experiences that deserve to be heard. Taking the time to show genuine interest, ask questions, and listen to their stories has enriched my life in ways I never expected.

To all the seniors in my life and in my practice, thank you for your trust, your wisdom, and the countless lessons you've shared with me. You have helped shape not only your families and communities, but also the people fortunate enough to know you.

Today, I encourage everyone to take a few extra moments to connect with an older adult.

Ask about their story.
Listen with curiosity.

You may walk away with far more than you expected.

Happy National Seniors Day!

Do you or someone you love live with a disability that affects your every day life? Do you have financial questions you ...
09/28/2026

Do you or someone you love live with a disability that affects your every day life?

Do you have financial questions you wish you could ask in a judgement free zone?

Join us for
COFFEE & CONVERSATIONS!!

This month’s financial conversation is all about the Disability Tax Credit (DTC). We’ve brought together three professionals who frequently answer these questions from different perspectives. Together, they’ll offer insights, guidance, and practical information to help you navigate the DTC with confidence.

Coffee is on US ☕️
The questions are on YOU!

Location: Ciao Caffe
(4974 Tecumseh Rd. E Unit A)
Date: OCT.24th
Time: 10AM

Comment “COFFEE” to reserve your spot. Limited space available

We told you something was brewing ☕️It’s finally here 👀The 1st of many COFFEE & CONVERSATIONS!!This month’s planning con...
09/21/2026

We told you something was brewing ☕️

It’s finally here 👀

The 1st of many COFFEE & CONVERSATIONS!!

This month’s planning conversation is around the Disability Tax Credit. If you or someone you love lives with a disability, and you have questions - you won’t want to miss this!

Coffee is on US ☕️
The questions are on YOU!

Location: Ciao Caffe
(4974 Tecumseh Rd. E Unit A)
Date: OCT.24th
Time: 10AM

Comment “COFFEE” to reserve your spot. Limited space available

Have financial questions living rent-free in your head?We’ve gathered a few experts, ordered the coffee, and started a c...
09/14/2026

Have financial questions living rent-free in your head?
We’ve gathered a few experts, ordered the coffee, and started a conversation.
Now all that’s missing is you.
Stay tuned... something’s brewing 👀☕️

What a great Saturday spent at the Windsor Essex Business Expo!I had the chance to meet so many incredible entrepreneurs...
09/14/2026

What a great Saturday spent at the Windsor Essex Business Expo!

I had the chance to meet so many incredible entrepreneurs and business owners, each with their own story, goals, and vision for the future. One thing that stood out in almost every conversation was that people want more than products and solutions. They want someone who truly listens, understands their goals, and cares about helping them build, protect, and grow what matters most.

Those genuine conversations are why I love what I do.

Thank you to everyone who stopped by to chat, share your story, and connect. I’m especially looking forward to the coffee chats I already have lined up with some amazing people and continuing the conversations we started yesterday.

And if we didn’t get a chance to meet, I’d love to connect. Feel free to reach out! ☕️

Address

3990 Wildwood Drive, Unit 2
Windsor, ON
N8N0B6

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