Financial Clarity For Generations

Don Carey: Independent Financial Advisor

Trusted
Relationships

Solutions
Driven

Financial
Security

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

Don Carey

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.

Don

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...

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Happy Clients

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

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Years of Experience
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Personal Consultations

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.

TESTIMONIALS

Client Love

Don has been our trusted advisor for well over a decade, taking time to patiently explain and provide solutions for potentially confusing financial issues (such as investments, pension options, inheritances, retirement planning and so on). We find him very knowledgeable, personable and accommodating and value the personal connection he has developed with us over the years.
John & Karen
Sarnia, ON, Canada
We were introduced to Don Carey through a mutual friend who highly recommended Don's financial services. Apart from the fact that Don has done excellent work for us, being very conscientious and sensitive to our reservations with investing hard-earned money. He also has proved to be trustworthy and personable. Now we recommend Don to others without qualms..
Bill & Margaret
Wyoming, ON, Canada
When I retired in 1999 I found myself in need of a Financial Advisor as I had no idea what would be the best path to invest the monies I received on retirement. A very dear and valued friend gave me the name of her Financial Advisor, Donald Carey. A meeting was set up, and from that very first meeting I understood why my dear friend believed in him. Among Don's many attributes he is a VERY HARD WORKER - works for his clients above all else. His clients come first, meaning nothing is too much trouble where they are concerned.
woman knitting
Pat
Oshawa, ON, Canada
We appreciate having Don Carey advising us on our investments in our retirement. His many years of experience has enabled him to create a great plan customized for our specific needs and risk level. We have been very happy with the management and performance of our portfolio. We would definitely recommend Don to our friends and family for his expertise and financial advice.
Jim & Suzanne
Timmins, ON, Canada
Don Carey has been my Investment Advisor for over 20 years. He came highly recommended by a friend who dealt with Don. I was with another investment company at the time but wasn't happy with their lack of personal service. I'm glad I took my friend’s advice. Don's guidance, professionalism and personal service have earned my respect over the years. I'm now retired and can honestly say that I am very comfortable knowing that my investments are well looked after.
Gord
Forest, ON, Canada
"In the eight years since we began our partnership with Don, we cannot say enough about the positive results in our portfolio, and Don's help to navigate and explain the complexities of our financial future.
Terry & Jonna
Sarnia, ON, Canada

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.

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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.”

Source: https://cirano.qc.ca/en/summaries/2020RP-04

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!

 

FAQ

general questions

Explore the FAQs or contact Don Carey Financial with any Questions about his services.

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