Deering Financial & Insurance Services Inc

What can we help you with?

Katie Deering

CFP® , CLU® , QAFP™

Financial Planner*

Mutual Fund Investment Specialist**

I am the founder and owner of Deering Financial and Insurance Services Inc., a company that offers comprehensive and customized solutions for your financial and insurance needs. I have been in this industry since 2012, working with Co-operators where I acquired my general insurance, life and mutual funds licences.

I have also earned several professional designations, such as Certified Financial Planner (CFP), Qualified Associate Financial Planner (QAFP), and Chartered Life Underwriter (CLU). These credentials reflect my commitment to excellence and continuous learning in the field of financial planning and insurance.

My expertise lies in helping clients achieve financial security and peace of mind, regardless of their situation or goals. I have worked with parents of disabled children, helping them with estate planning to protect their child’s eligibility for assistance. I have also worked with family business owners, assisting them with complex succession plans.

I am passionate about providing personalized and quality service to my clients and work hard to build long-term relationships based on trust and respect. I look forward to meeting you and discussing how I can help you with your financial and insurance needs.

Speciality

Investment planning: I can help you create and manage an investment portfolio that aligns with your needs.

Retirement planning: I can help you plan for a comfortable and secure retirement.

Insurance planning: I can help you protect yourself and your loved ones from unforeseen events, such as death, disability, illness, or injury.

Tax planning: I can help you minimize your tax liability and maximize your after-tax income. I can help you with tax-efficient investing and tax planning for retirement and estate.

Debt management: I can help you reduce your debt burden and improve your cash flow. I can help you with debt repayment strategies, debt counselling, budgeting and saving tips.

Estate planning: I can help you plan for the distribution of your assets after your death.

Hobbies

I have a passion for learning new things and exploring new places. I enjoy reading books on various topics. I also love to travel and experience different cultures, cuisines and landscapes. Some of the places I have visited include Costa Rica, France, Ireland and Mexico. When I'm not working or travelling, I like to spend quality time with my family and friends. We often play board games, watch movies, or go out for dinner.