Alyssa Anderson - DFSIN

📚 Back to school season is here, and it’s not just your calendar that could use a reset.

September is a great time to take a fresh look at your finances and make sure your plan still reflects where you are today and where you want to go next.

Here are 5 things worth reviewing this month:

1. 💰 Your budget — Have your monthly expenses or cash flow changed?
2. 📈 Savings & investments — Are your contributions still aligned with your goals?
3. 🛡️ Your protection — Have there been changes to your income, family or responsibilities?
4. 💳 Your debt — Are you making progress and using a strategy that works for you?
5. 🎯 Your goals — What financial priorities are coming up over the next 6–12 months?

And remember, financial planning isn’t just for parents or families. Whether you’re saving for education, a home, retirement, a business, or simply building financial security, a regular check-in can help keep you on track.

New routines. Fresh goals. A financial plan that keeps up with you.

If it’s been a while since you reviewed your finances, September might be the perfect time. ✨

Always grateful for the support of my Windsor-Essex community! 🤍

Thank you to CommunityVotes Windsor for featuring my business and for celebrating this year’s local winners.

It means a lot to have the work I do recognized by the community I’m proud to serve. Thank you to everyone who continues to support my business, sends referrals my way, and cheers me on along the way!

And congratulations to all of the other 2026 CommunityVotes Windsor winners. There are so many incredible local businesses worth supporting! 👏

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

I’m incredibly honoured to have been recognized as one of Business Elite’s 2026 40 Under 40. 🏆🇨🇦

Business Elite’s flagship 40 Under 40 program recognizes exceptional entrepreneurs and senior executives under the age of 40 whose leadership, achievements, and professional impact distinguish them within their industries. Honourees are selected through an independent evaluation process focused on demonstrated performance, leadership, and measurable achievement.

Receiving this recognition is both humbling and motivating.

Over the past several years, I’ve had the privilege of helping individuals, families, and business owners protect what matters most, build wealth, and plan confidently for the future. None of this would be possible without the trust of my clients, the support of my family and friends, and the incredible mentors and colleagues who have encouraged me along the way.

Thank you to everyone who has been part of this journey. I’m excited for what’s ahead and remain committed to making a positive impact in the lives of the people and communities I serve.

Thank you, Business Elite Awards, for this incredible honour. ✨

My heart is so full. 🤍

Thank you to everyone who voted, referred a friend, shared my name, trusted me with your family’s financial future, or supported my business in any way this year.

I’m incredibly honoured to have been recognized in the 2026 CommunityVotes - Windsor Awards:

🥇 Gold – Financial Advisors
🥇 Gold – Mutual Funds
🥈 Silver – Insurance Agents & Brokers

These awards mean so much because they’re voted on by the people in our community. Every client relationship, referral, conversation, and word of encouragement has helped me build a business I’m truly proud of.

Helping individuals, families, and business owners protect what matters most and build a strong financial future is a responsibility I never take for granted. Thank you for trusting me to be part of your journey.

To my clients, family, friends, colleagues, and everyone who has supported me along the way—thank you. Your trust and encouragement mean more than I can put into words, and I’m so grateful to be part of this incredible community.

Here’s to another year of serving this community and helping more individuals, families, and business owners build financial confidence. If you’ve been waiting for the right time to start the conversation, this is your sign. I’d love to help.

🇨🇦 Happy Canada Day! 🍁

Wishing everyone a wonderful day celebrating this incredible country we call home. I hope your day is filled with family, friends, and unforgettable memories.

Happy Canada Day! ❤️🤍

What an incredible week at the Million Dollar Round Table (MDRT) Annual Meeting in Anaheim!

MDRT is a global association that recognizes excellence in the life insurance and financial services profession, bringing together some of the top advisors from around the world. 🌎

I’m grateful for the opportunity to learn from the best of the best, gain new perspectives, and bring back ideas that will help me continue to grow for my clients, my team, and my goals. The speakers, sessions, and conversations were incredibly inspiring.💡

One of my favorite parts of the experience was connecting with professionals from all over the world who share the same passion for helping others and making a meaningful impact. 🤝

Feeling inspired, motivated, and excited to apply what I’ve learned!✨

Grateful to have had the opportunity to speak at the Real Talk & Real Tips Sisterhood of Women in Business event.✨

I shared a few insights on what I’ve found to be most effective in growing a business — from using social media as a tool for visibility and trust-building, to getting out in the community through networking events, coffee chats, and building strong relationships with centres of influence.

One theme that continues to stand out for me is this: business growth is built on relationships and consistency. Not just being visible, but being intentional about how we show up for our clients, our networks, and our communities.

I also shared a reminder that often gets overlooked in entrepreneurship — the importance of celebrating the small wins along the way. Progress is built step by step, not all at once.

A big thank you to Wen Teoh for hosting such a meaningful event and creating a space for women in business to connect, learn, and support one another.💕

Feeling incredibly grateful to once again be part of CommunityVotes Windsor 2026 ✨

Running and growing my business over the past 6+ years has been such a rewarding journey. I’m so thankful for every client, referral, conversation, and connection that has helped support my business along the way.

Being able to help individuals, families, and business owners protect what matters most and plan for their future is something I’m truly passionate about, and I never take your trust for granted.

Thank you to everyone who continues to support, encourage, and cheer me on — it means more than words can express.❤️

If you’d like to support me, I would be so appreciative of your vote in the final round!🗳️

Vote here:
https://windsor.communityvotes.com/n/568656-alyssa-anderson-desjardins-financial-security-independent-network

Vote for Alyssa Anderson - Desjardins Financial Security Independent Network – CommunityVotes Windsor 2026 Official 2026 Community Voting Awards Platform for Windsor, ON. Where the community votes for their favourites every year.

Happy Victoria Day weekend! 🇨🇦☀️

Wishing everyone a safe, relaxing, and sunny long weekend with family and friends. Enjoy the time off and make some great memories! ✨

Back in the studio 🎙️✨

While in Halifax attending National Conference, I had the opportunity to sit down for a very special podcast conversation focused on my journey as an advisor, how I got into this industry, and the values that continue to shape the way I do business today.

What makes this even more meaningful is that this year marks the 5 year anniversary of the Discovery Series: Unplugged podcast — and I was honoured to be one of the original guests back on Episode 10 in 2023. Such a full circle moment. 💚

Our conversation focused on four major themes:

✨ Community
✨ Connection
✨ Collaboration
✨ Consistency

We talked about everything from growing up around community initiatives like Coats for Kids, to finding purpose beyond my originally planned career path, to building relationships through networking, community involvement, and social media.

We also touched on mentorship, teamwork, advisor succession planning, resilience, and how personal life experiences shape the way we lead, support others, and serve our clients.

So grateful for opportunities like this to reflect, share my story, and connect with such incredible people from across the country.

What a great experience recording in this beautiful Halifax studio.

Stay tuned… can’t wait to share more soon. 🎧