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In Good Standing
First Certified in 2026

Jesse Whalen

Financial Advisor, Desjardins Financial Security Independent Networks

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Contact info

Phone Number905-570-1200

Disciplinary history

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No

Scheduled proceeding

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No

Client focus

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Individuals with disabilities Individuals from ethnic communities Individuals from Indigenous communities Individuals from the 2SLGBTQIA+ community Intergenerational Families New Canadians Retirees Widows/Widowers Women Young Professionals

Financial planning services offered

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Agriculture/farm business Credit counselling and bankruptcy Divorce and separation Education planning Employee/Group benefit plans Estate planning Executive compensation and benefits Insurance Investment Credit and debt New Canadian Professional corporations Socially Responsible Investing (SRI) Retirement planning Small business/Business succession Tax planning Working with women

Location

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120 King St W, Suite 210 (2nd Floor), Hamilton, ON, Canada, L8P 4V2

Directions

FP Canada publishes Reports on Disciplinary Actions and public notice of upcoming FP Canada Discipline Enforcement Hearings, where applicable, in the profile of any impacted FP Canada certificant.