Duplessis Financial is a high-end Financial Resource and Advisory firm.

Our clients use us as their first stop for all things financial and call on us to advise about financial planning, credit scores, investment funds, life and living benefits insurance, tax filing, estate planning ideas, and alternate mortgage and banking solution concepts. In brief, we are Independent Financial Advisers.

Members in good standing of the Independent Financial Brokers of Canada, we are brokers for the top life insurance companies and our clients have access to annuities, GICs, investment funds, and all types of life insurance and living benefits insurance in the country.

CLIENT EDUCATION 

We spend a lot of time and resources on client education.  Our clients expect to improve their skill at innovative money management, asset protection, investing and future planning. We have workstations in our office lounge where clients can have a coffee, check their portfolios online, read financial news, and partake in various investor education programs and presentations available to them.

CLIENT SERVICES

We dont have to charge a fee to open accounts. We provide all clients equally with top-class service.  For now we are doing well providing a host of free resources to our clients without having to levy a charge for that service.  Presently we are taking on new clients.

To retain us as your Adviser please feel free to use the form 'Retain Adviser' on this web site. You may also wish to contact the office, we are open between 10:00 and 18:00 every week day. We do after-hours home visits on request.

SARNIA ONLINE INSURANCE QUOTES

Our web site, www.dif-hub.ca offers the public access to free and instant life insurance quotes from some of the top 146 companies in Canada to research opportunities.

FAVOURITE INSURANCE COMPANIES 

 AIG
Canada Life
Desjardins
Empire Life
Equitable Life
Manulife
Sun Life
Unity Life
RBC Insurance
The Foresters
AXA Insurance
Transamerica
Standard Life
other...

FAVOURITE INVESTMENT FUND COMPANIES

AGF
Fidelity
Mackenzie
CI
Dynamic Funds
AIC
AIM Trimark
Ethical
other... 

 PARTNERSHIPS

Hub Capital partners with top brokers connected to two of the strongest financial institutions in Canada to provide our clients access to stocks, bonds, mortgages, banking products, lines of credit, RRSP loans and credit facilities.

TAX PREPARING

We assist clients with tax preparation, and our staff volunteer with CRA's program to provide low-income earners free tax preparation.

Credit Reports & ID Theft

We assist clients to understand Credit Reports and to fix anomalies. Bad credit reports can be fixed. 

Identity theft is a growing problem.  Some victims lose everything, some dont lose much in material goods but suffer many many years of indignity. Our Anti Identity Theft program is hugely popular and very effective - and costs as little as $50.

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