SARNIA-BASED & SERVING CLIENTS PROVINCEWIDE
Financial Clarity For Generations
Don Carey: Independent Financial Advisor
You don't have to be afraid of unexpected life changes.
Don Carey Financial will help you prepare a strategy, so you can rest assured.
Are You secure?
Confused and Concerned?
Do your finances cause stress, overwhelm and confusion?
Worried about retirement, overspending or that you aren’t saving enough?
Has life recently thrown you a curveball, leaving you questioning your financial security?
Don Carey Financial provides customized solutions,
so you can feel confident about your financial decisions.
Don has a unique ability to simplify complex financial challenges and present impactful solutions that will create substantial change. Whether it is planning for retirement, investing your savings or working towards achieving your financial goals, Don Carey is the trusted independent financial advisor that you have been looking for.
Independent Financial Advisor
Hi, I'm Don Carey
independent Financial Advisor
I help hardworking Canadians arrive at a financial perspective that makes them feel clear, empowered and confident in their financial decisions.
I care about my clients. I know it can feel intimidating, stressful or overwhelming to create a financial strategy for yourself or your family. There’s a lot of advice out there and it can be difficult to know who to trust with something as personal as your finances.
I’ve built my career on 30+ years of experience, by serving families right here in Sarnia and throughout Ontario. As a reputable and trusted independent financial advisor, I offer solutions to help you achieve your financial goals and bring clarity to your financial situation.
My clients predominantly find me through referrals and I have a long history of working with multiple generations. I support grandparents who are working to sustain their income, empty nesters who want to create financial strategies for retirement and young professionals and families looking to save and plan for their next financial goals.
I have a vested interest in your future and your financial success. I can help.
Built on Trust
Secure Your Future
My family, neighbours and community are very important to me and building strong and lasting relationships with my clients sets me apart from other financial advisors. My wife and I raised our three boys right here in Sarnia and we are active members of the community and enjoy the great outdoors.
Being independent allows me to operate in the best interests of my clients and I’ve structured and built my business on presenting trustworthy, valuable and profitable solutions for my clients.
What Sets Don Apart...
Helping families achieve financial clarity for generations
Mutual Funds Dealers Associations (MFDA) of Ontario
Licensed by IFSE is The Investment Funds Institute of Canada (IFIC)
Licensed by Financial Services Commission of Ontario (FSCO) for all insurance products
Ontario Securities Commission
Quality Financial Advice for Over 30 Years
committed to providing the highest quality Financial Products and Advice For Your Situation
Using Don’s vast experience, problem solving skills and freedom as an independent financial advisor, Don works to create lasting, confidential and trustworthy relationships with his clients and helps them achieve their goals.
Clarity and Ease
The Client Portal
When you work with Don Carey Financial, you receive access to the Sterling Mutuals Inc. client portal. The client portal is a communication tool that can help you understand, assess and keep track of all your finances in one place.
Easily communicate with Don, electronically sign and exchange documents, and keep track of your financial information in a safe and secure location. Never worry about losing a document again. With personal access to the Sterling Mutuals Inc. client portal, you have more control, clarity, and confidence in your financial decisions. Your personal portal provides live access to your investments. As well as providing useful financial tools. You will receive regular reporting, year end summaries and annual tax receipts, all in one easy to access location.
Who Don Helps
Pick the Person You are Most Like and Read About Their Financial Concerns and Strategies to Move Forward.
How It Works
1. Schedule a Meeting
Click the Let's Chat button to book an appointment to speak with Don.
2. Create a Custom Plan
Achieve your financial goals with a trusted, confidential and independent financial advisor.
3. Financial Clarity
Execute the plan with clarity and confidence, knowing that your finances are growing and secure.
Don’t let stress, confusion or overwhelm stand in the way of your financial freedom.
Create a life of financial security with Don Carey and his trusted Financial Solutions
Find the advice, skills and solutions you’ve been looking for and achieve your financial goals.
Have any questions?
Check our FAQ
“According to a March 10, 2020 report from the Canadian non-profit CIRANO Institute, an econometric analysis of the data gleaned from a major, original Canadian survey carried out in 2009–2010 showed that a financial advisor added significant value to a household’s financial assets relative to a comparable household having no financial advisor.
In the same report, from the Investment Funds Institute of Canada highlights that, on average, investors who work with financial advisors have nearly three times the net worth and four times the investable assets of those who do not. This observation holds across all age groups and income levels.
Contrarily, it has been found that the loss of a financial advisor between 2010 and 2014 was costly: households that retained their advisor saw the value of their assets increase by 16.4%, versus only 1.7% for the assets of households that abandoned their advisor during this period.”
Don helps his clients navigate through the financial maze before them at any stage of life. Don is an independent financial advisor, who provides solutions for clients experiencing a variety of financial issues. His personal approach along with convenient tools provide transparency and ease of service, allowing him to offer the best results for his clients. Don has the freedom to find the best solutions for his customers. Don Carey Financial has a trusted reputation of helping individuals and families achieve their financial goals.
With clear direction and a personalized plan, you will find clarity and confidence and know that you are in control and on track to meet your financial goals.
When you work with Don Carey Financial, you have access to the Sterling Mutuals Inc. client portal that securely houses all of your financial documents. You will never have to worry about losing another document again. The client portal is a communication tool that allows you to view your current account summaries and transactions, exchange documents, sign documents online and keep track of tax receipts. Your reports are always current and available to you online.
Compensation to the advisor is paid through the financial institution you choose to invest with. There are a number of alternative methods available for compensation based on your financial situation and needs. Reach out to Don to discuss the best arrangement for you.
I’ve seen these top 10 retirement planning mistakes happen time and time again. In the email contact form below, select “Breaking The Code: Top 10 Retirement Planning Mistakes by Don Carey” and I’ll send a PDF copy of my top 10 list to you by email right away!
Success Leaves Clues: How you spend your retirement has a lot to do with your planning right now. Send me an email to get your copy today!
Explore the FAQs or contact Don Carey Financial with any Questions about his services.
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