Donald Van Galen, CFP®, CLU®*

12 Water Street S, P.O Box 612 St. Marys, Ontario N4X 1B4

Whether it's managing your business or planning for your family's well being, I can help you create a bright financial future. As a business owner myself, I especially understand how to manage the challenges entrepreneurs face, like key person coverage, ownership protection, succession plans and employee benefits. Even if you already have a benefits plan, I have unique solutions that might be to your advantage. Let's design a financial plan that best meets your needs.

The most important step in financial planning is to understand your needs. Let's review your investments, how much insurance you have, your current debts and what your income is today. Together, we'll create the plan to meet your financial goals.

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own

*Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.