Video Resources
About the Delfino Group
Prospective Clients
Thinking about working with us? This video walks through who we, how we think and how we help you move from uncertainty to confidence.
Unique Ability Team
Our unique ability team is a group built intentionally around individual strengths to better serve you
Financial Peace of Mind ProgramTM
Financial Peace of Mind ProgramTM
Our Financial Peace of Mind ProgramTM is a selective process where we introduce you to key investment behaviour principles to ensure you have the right financial plan and the skills to stick to it.
Financial Peace of Mind ProgramTM Conversations
Have a detailed analysis of your existing financial plan and get an idea of your 24-month road map when working with the Delfino team.
The Lifeboat DrillTM
This conversation empowers investors to better manage the volatility of financial markets, helping you execute prudent investor behaviour regardless of the situation.
Financial Bomb ShelterTM
This conversation shows you that market fluctuations are something to look forward to, not be feared.
Retirement Income Reality ChequeTM
This looks at your ability to grow your income well into retirement, protecting your purchasing power even after you stop working.
30/30 ReflectionTM
It's important to ask yourself if you can afford a setback in the next 30 days or 30 years.