Welcome to DFS Private Wealth
At DFS Private Wealth 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.
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 (2017)
The Vision Systems Award for Engagement, Loyalty, & Client Care
2016
DFS Private Wealth is proud to be named the Top Financial Planner in Mississauga for the 5th year in a row.
Top Choice Award
2017
Top Choice Award
2016
Top Choice Award
2015
Top Choice Award
2014
Top Choice Award
2013
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
Contact Us for Your Complimentary Consultation
This is a NO OBLIGATION financial consultation. In this session we will:
- Define your financial goals.
- Learn how DFS operates first hand.
- Understand which DFS services are for you.
Affiliations
