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.

Business Family Planning

Your trusted partner in long term business family success.

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

WPA17 Winner Badges_THE AWARD FOR MULTI-SERVICE ADVISOR OF THE YEAR

WPA | Multi-Service Advisor of the Year

WP-Award@3x (Small)

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.

2017_Top Choice Award

Top Choice Award

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Top Choice Award

2017_Top Choice Award

Top Choice Award

2016_Top Choice Award

Top Choice Award

2015_Top Choice Award

Top Choice Award

2014_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.

Working with an Advisor?

Take our Advisor Assessment Questionnaire now.

Our Clients Have Spoken

Book Your Roadmap to Wealth Creation Discovery Call Today

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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.




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