WINNER 2013, 2014, 2015, 2016 & 2017
DFS Private Wealth is proud to be named Top Financial Planner in Mississauga for the 5th year in a row.
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"Managing Alone illustrates how you don't have to be alone when it comes to handling your finances after losing someone you care deeply about. This book uses anecdotal situations to explore options, is easy to comprehend and provides great advice." ~ Pattie Lovett-Reid, Chief Financial Commentator, CTV News
Winner - Mississauga Board of Trade Excellence Award Small Business of the Year, 2014
Who we are.
Who we are.
DFS Private Wealth is an independent, privately-owned boutique family office. We are committed to helping families manage wealth according to their unique needs, and maintaining wealth through generations.
DFS Awards & Recognition
Recognized as one of the top ELITE Advisor Teams in Canada
Engagement, Loyalty & Client Care Award
~Wealth Professional Award, 2016
Top Financial Planner in Mississauga 5 years in a row
~Top Choice Awards, 2013, 2014, 2015, 2016, 2017
Small Business of the Year Excellence Awards
~Mississauga Board of Trade, 2014
Author of Managing Alone – Jennifer Black & Janet Baccarani
Contact us today to schedule a meeting to see why our clients are ecstatic.
What we do.
At DFS we provide complete financial management as independent private wealth managers with a commitment to providing the best service and solutions tailored to your family’s needs. Having created wealth for your family the focus on protecting, managing and transitioning it to the next generation tax efficiently is paramount. The team at DFS works to bring financial management and focus on your goals into one collaborative process.