Mary Marentette - Desjardins Financial Security Independent Network

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!

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?

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.

A family I recently worked with had two young kids and no protection in place.
After reviewing their situation, we built a plan that:

✅Protected their income
✅Covered their mortgage
✅Secured their children’s future

They told me, “We finally have a plan.”

That’s why I do this 💚

If you want the same peace of mind, message me anytime.

Small business owners carry more risk than they realize.

If you’re self employed, ask yourself:

What happens if I can’t work for 3 months?

Who covers my income?

How does my business continue?

Disability insurance and key person planning can protect your business AND your family.

If you want a simple breakdown, comment BUSINESS.

Small business owners carry more risk than they realize.

If you’re self employed, ask yourself:

✅What happens if I can’t work for 3 months?
✅Who covers my income?
✅How does my business continue?
✅Disability insurance and key person planning can protect your business AND your family.

If you want a simple breakdown, comment BUSINESS 💚