Léony Degraaf Hastings
Independent Certified Financial Planner, Cfp, Cea, Epc @Degraaf Financial Strategies
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WORK HISTORY
Independent Certified Financial Planner, Cfp, Cea, Epc @Degraaf Financial Strategies
Burlington, ON, CA
Ranked #2 on Canada\'s Top 50 Advisor 2014 list!Retirement Income Specialist. Estate Planning SpecialistHelping clients simplify their financial seasons of lifeIndependent Certified Financial Planner serving Burlington and the surrounding areas. Voted one of Burlington\'s Favorite Financial Advisors since 2009! Named Top 50 Leading Women in Wealth 2023 by WPFinalist in the Wealth Professional Awards as the Female Trailblazer of the Year! WP 2017 Women of Influence in Wealth Management Canada ListFormerly at Appleby MallSpecialties include Retirement Income and Estate Planning - Elder Planning Counselor designationCertified Executor\'s Adviser - CEA designationCertified Financial Planner professional
EDUCATION
Canadian Initiative for Elder Planning Studies
EPC
Canadian Institute of Certified Executor Advisors
CEA, Certified Executor Advisor
Investment Funds Institute of Canada
RDB - Registered Deposit Broker
White Oaks Secondary School
OSSD
Sheridan College
Business Admin
FP Canada
CFP
SKILLS
ABOUT LÉONY DEGRAAF HASTINGS
Working with a qualified, independent financial planning professional ensures you are getting the best advice for your specific needs. At deGraaf Financial Strategies we strive to Simplify your Season of Life with proven financial planning strategies to maximize your hard earned money while minimizing taxes. If you are approaching or in your Retirement season of life, trust a recognized, award winning CFP with over 70 years of family industry experience to provide you with a fresh look at your retirement income plan and estate plan. Call or email today for a complimentary review appointment!
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