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I have been working with Rolly and Matt from Seguin Financial Group for many years and I trust ...

Matt Bodde

7150 Hawthorne Dr. Unit 104
Windsor, ON, N8T 3N3

Phone: (519) 974-6688
Toll Free: +1 866-973-4846
Fax: (519) 974-7192

Retirement Planning

In order to protect your legacy we use reliable tax and estate planning strategies and continuously monitor them throughout each of the stages.  Through the organization of your Investment and Risk Management plans created we work with accountants and lawyers to create a bullet proof plan for our Personal and Corporate clients.  These areas include:

  • Tax Assessment
  • Insurance Assessment
  • Will/POA reviews and creation
  • Trust Creation
  • Beneficiary Designations
The purpose of Estate and Retirement Planning is not to control life after death but to ensure your loved ones are well taken care of in the most sensible manner possible.

Mutual funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered through Seguin Financial Group Ltd. Seguin Financial Group is a trade name used for both mutual fund & Insurance business activities. Banking products and services are offered through referral.