Welcome to DFS Private Wealth
Successful family wealth transition is not an accident. It happens when clients and advisors intentionally develop a process so that every generation can function as successful creators, stewards and consumers of total family wealth.
At DFS Private Wealth we provide independent financial management with a commitment to providing the best service and solutions tailored to your family’s needs.
Discretionary Investment Management
Our holistic approach to wealth management involves taking a deep dive into your entire financial picture to truly understand where you are now, and where you’d like to be in the future.
Estate Planning
DFS Private Wealth has the experience and know-how to help you make informed decisions that will preserve your wealth for the next generation.
Corporate Pension & Insurance
After spending years working hard to build your business, you deserve the kind of retirement that rewards your success.
Tax & Financial Planning
You’ve worked hard for your money and invested wisely. Keep more of your capital and income for yourself with tax and financial planning solutions from DFS Private Wealth.
Retirement Planning
What does retirement look like to you? Our team of financial professionals can help you get there with strategies that put your retirement goals first.
Our Commitment to Excellence
WPA | Multi-Service Advisor of the Year
Wealth Professional Award for Engagement, Loyalty, & Client Care
DFS Private Wealth is proud to be named the Top Financial Planner in Mississauga for 6 years running.
Top Choice Award
Top Choice Award
Top Choice Award
Top Choice Award
Top Choice Award
Top Choice Award
60+ Years of Expertise Ready to Serve Your Financial Needs
DFS Private Wealth is a team of dedicated financial professionals. Together we oversee and manage the complete financial affairs of our clients.
Our Clients Have Spoken
This is a NO OBLIGATION discovery call. In this session we will:
- Understand your situation better.
- Understand your family vision and goals.
- Explain the DFS Difference to get you there faster.
Affiliations
