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If you don't know where you're
going any road will take you there.

~ Lewis Carroll

Let's plan your path together >

Let Devin Financial Group guide you on your journey to a successful financial future!
 

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Life is a journey and you have a unique vision for where your journey will take you.  

At Devin Financial group, we have the experience and expertise to provide you with solid, personalized financial advice to put you in the driver’s seat and set your GPS on the right path to your financial freedom.
 

Our Latest Insights

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Our Process

With Devin Financial Group we look at your entire financial journey from start to finish and apply our professional knowledge to ensure you safely and successfully reach your destination. 

Select the below steps to see how we can help you along your path.

  

1. Select your destination



  

2. Select your route



  

3. Begin your journey



  

4. Monitor your vehicle


Strategies to get you where you want to go.

Services & Solutions


 Wealth Management

The fuel to get you to your destination. 

Customized & personalized solution that considers your risk tolerance, time horizon, tax efficiency and goals.  

Save, invest and grow your wealth with strategies based on your priorities now and as they change over time.

Individuals

  • Tax-Free Savings Accounts
  • Registered Retirement Savings Plans
  • Non-Registered Plans
  • Registered Education Savings Plans
  • Banking solutions

Corporate

  • Investment solutions
  • Banking solutions


With 70 percent of Canadians aged 55 to 64 still carrying debt, here are some strategies to ask your advisor about that may help you make the most of your retirement goals.

Determining the best approach.

Philip Petursson, Chief Investment Strategist provides his view on the CDN dollar


 Insurance & Estate Planning

Ensuring you get to your destination safely.

Several things can happen while on your journey such as a flat tire or an accident.  Safeguard you, your family and/or business is protected from these risks to ensure you arrive safely at your final destination.

Whether you want help covering final expenses or building a legacy, you can protect your family or business.  When composing your individualized plan we explore several risks, death, disability and critical illness.  These can negatively affect you achieving your financial goals.

Individuals

  • Life Insurance
  • Critical Illness
  • Disability
  • Long Term Care

Corporate

  • Insurance solutions
  • Banking solutions

Estate planning is the process where you lay out your instructions as to how your assets should be distributed. Who they are to go to, when they are to go to them and in what form. And of course, you want to do this in a very thoughtful way.

Life insurance doesn’t have to be complicated. Get the basics that can help you make the right decision.

Getting the protection you need is faster and simpler than ever before.


 Financial Plan

If you don't know where you're going any road will take you there.

We make sure you have fuel in your vehicle and your seatbelt on, but if you don't know where you're going you will never leave your driveway. Here are the step by step directions to get you to your destination.

Whether retirement is soon or years away, do you know if you’ll be able to live your life the way you’d like?
Your retirement is about so much more than ending a career. It’s about starting something new and making the most of the opportunities ahead.

Here are six tips to help you prepare:

Look at your financial forecast

Review your retirement savings including: pension plans, savings accounts, non-registered investment accounts and registered investments. Then speak to your advisor to have them forecast how much income you’ll likely generate for your retirement.

Check out additional income sources

Are you eligible for other sources of retirement income, such as the Canada/Quebec Pension Plan, Old Age Security or Guaranteed Income Supplement? Calculate what you can expect and when.

Check that you’re on target

Draft a budget of your estimated retirement expenses, remembering to adjust for inflation. Compare this figure against the totals from your financial forecast and additional income sources. Will you be able to afford the lifestyle you want? Should you try to save more or adjust your retirement lifestyle expectations?

Review your investments

Does your investment portfolio reflect your current stage in life? Check with your advisor to make sure your portfolio is on course for meeting your retirement goals.

Mark your 71st birthday

Make sure you convert your registered savings by the end of the year you turn 71 or you may experience tax implications.

Make sure your retirement income will be enough

If you’re worried about outliving your savings, consider supplementing any government or employer pensions with investments that can provide additional sources of income once you retire.


How finances can affect physical and emotional health.

Volatile markets can wreak havoc on savings. A big loss in your portfolio with a short time to retire may not allow your investments to recover before you need the retirement income

As you get ready to stop working, we can help.


 Group Benefits &
      Group Retirement Solutions

Find a simple, cost effective and tax efficient plan based on the size of your business and your plan members’ needs.  Choose a plan to stay competitive as an employer of choice, keep your plan members engaged and productive, and help manage their health and wellness.

Find a simple, affordable and easy-to-manage workplace savings plan, or customize a plan to meet your plan members’ needs.  Help your plan members become financially prepared for retirement.  Get help attracting and retaining the right talent, and improving your employees’ engagement.

Plans and solutions

  • Find simple, affordable and easy-to-manage workplace savings plans, or customize a plan to meet your plan members’ needs 
  • Help your plan members become financially prepared for retirement
  • Get help attracting and retaining the right talent, and improving your employees’ engagement


THE DEVIN FINANCIAL TEAM




At Devin Financial Group Inc. we strive not only to meet, but exceed, our client expectations in terms of the service, support, and the advice we provide them. Our main objective is to ensure our clients achieve their stated financial goals and that the recommendations we make adhere to them at all times.

MEET THE TEAM

Danny M. Devin  Photo Danny M. Devin  Hover Photo

Danny M. Devin

President, Devin Financial Group Inc.
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Danny M. Devin, CHS

President, Devin Financial Group Inc.


Danny is someone who takes great pride in providing his clients with trusted and honest advice.  Since starting in the business since 1978, that is what he has strived to do.  As a result, he has achieved and garnered some of the most prestigious levels of accomplishment in the business including the Million Dollar Round Table and Manulife's highest achievement of a 5 Star Master Builder.  In fact, when he achieved this honour, he was one of the youngest to do so in the history of Manulife.  In addition, Danny has obtained the Certified Health Insurance Specialist (CHS) designation in 2009. 

Danny's focus is and will remain on all aspects of Insurance and Investment Planning.  He continues to provide trusted and sound advice to his clients both now and into the future.

Danny is a graduate of the University of Windsor. 

Away from the office, Danny is married to Brenda and together they have 3 children, Matthew, Alexandra and Mackenzie.  He is active in the community, coaching basketball teams in the area.  In 2012, Danny was elected to the University of Windsor Athletic Hall of Fame for his achievements as a basketball player. He is an avid Duke Basketball fan and regularly partakes in their Fantasy Basketball camps.  He also enjoys spending time with his grandchildren. 

  dan@devinfinancial.com

Matthew Devin Photo Matthew Devin Hover Photo

Matthew Devin

Vice President, Devin Financial Group Inc.
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Matthew Devin

B.A. Hons., M.H.K.

Vice President, Devin Financial Group Inc.

I began my career as a Financial Advisor in 2007, joining my father's successful practice.  Since that time, I have worked hard to earn my client's trust by providing them with comprehensive, sound and personalized advice.  By taking a holistic approach to each client's situation, my goal has been, and will remain, to provide them with the roadmap to achieve their goals, both short and long term.

I enjoy working with young families, professionals, business owners, farmers and those looking for a plan to help reach their destination.

During my time as an Advisor, I have seen a lot - but definitely not seen it all.  That is why I continue to educate myself and rely on a team of professionals when needed. Your circumstances and situations are unique and I strive to treat it accordingly.

Away from the office I enjoy spending time with my wife Silvia, son Grayson and my daughter Emilia.  I coach basketball locally and am a big fan of Duke Basketball.  

    matt@devinfinancial.com  

 

Dian Wilson Photo Dian Wilson Hover Photo

Dian Wilson

Client Relations Manager, Devin Financial Group Inc.
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Dian Wilson

Client Relations Manager, Devin Financial Group Inc.


I joined Devin Financial Group in 2014.  My main focus is client satisfaction.  I look forward to getting to know and develop relationships with all our clients to ensure the best experience.

I've worked in the customer service industry since 1993.  My career began in hospitality.  Throughout the years I worked my way to a mangaement position.  After 14 years in the hospitality industry I moved to banking where I held various positions.  My focus continued on customer service.

I am a graduate of St. Clair College's Business Administrative Marketing, with certificates in Human Resource Management and Industrial Relations.

Away from the office, I enjoy spending time with my husband Corey and two children Sean & Danica.  I am active in serveral sports and dedicate my time between the arena, baseball diamonds and soccer fields.

dian@devinfinancial.com  


Client Resources


TRAVEL INSURANCE PLANS

Choose the travel plan that’s right for you. Get help covering unexpected travel expenses. Get help with medical expenses when studying away from home, or  help cover emergency medical expenses while visiting Canada.

 Get Quotes or Apply Online


COVERME® HEALTH AND DENTAL INSURANCE PLANS

Save money on your health and dental costs with a Flexcare® health and dental insurance plan or FollowMe® Health individual insurance plan.

 Get Quotes or Apply Online

Advantage Bank Account

Start earning a high interest rate on all your money with a combined chequing and savings account.

OPEN YOUR ACCOUNT

Internet Banking Login 

Manulife Bank provides its customers access to their bank accounts 24-hours a day, seven days a week.

CLIENT LOGIN

Manulife's Group Benefits

Manulife group benefits plan members can now submit their claims online.

SUBMIT A CLAIM ONLINE


Manulife Bank deposit rates are subject to change. Visit manulifebank.ca/rates for additional details. Manulife Bank of Canada is a member of Canada Deposit Insurance Corporation.

The Retirement Assessment Tool

No matter how you envision your retirement, the best way to make it a reality is to develop a plan and stick to it. We can help.   

The Retirement Assessment Tool

The Major Purchase Assessment Tool

Planning details for your projected major purchases will help estimate the cost and the amount of savings you will need. 

The Major Purchase Assessment Tool

The Education
Assessment Tool

Do your homework. How will you ensure that you or your children can continue to focus on school rather than how to pay for it? 

The Education Assessment Tool



Get the Manulife Mobile app

Manulife Mobile is the only app you need to manage your Group Benefits and Group Retirement plans with Manulife.

Click to go to the Apple Store to download the Manulife Mobile app.  Click to go to the Google Play Store to download the Manulife Mobile app.

1The calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that these calculators are reliable, accurate or complete or that they will be compatible with your computer.


We'll help you find the right path.


Start the conversation. Contact a DFG Advisor today!



Call 1-519-255-1100