DFS Private Wealth

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Mississauga, Canada

dfsprivatewealth.com
Financial planner· Investment Management

DFS Private Wealth Reviews | Rating 5 out of 5 stars (5 reviews)

DFS Private Wealth is located in Mississauga, Canada on 714 Burnhamthorpe Rd E. DFS Private Wealth is rated 5 out of 5 in the category financial planner in Canada. At DFS we have a team of dedicated professionals. Together we oversee and manage the complete financial affairs of the client. The team brings over 60 years experience in the financial industry. Our philosophy is simple. We are committed to helping families create wealth according to their unique needs, and maintaining wealth through generations. We believe that our best client is the one who is fully informed. We have a strong commitment to client communication through regular letters, emails and face-to-face meetings. We provide complete financial management as independent financial planners, with dedicated commitment to providing the best service and financial solutions tailored to your individual needs. We focus on: creating wealth using proven long-term strategies; smart, carefully considered recommendations; more tax efficient returns on investments; and solutions for you and the beneficiaries of your estate.

Address

714 Burnhamthorpe Rd E

Phone

+1 9058968373

Company size

1-10 employees

Headquarters

Mississauga, ON

Amenities

Toilets

Open hours

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H

Helen Rollerson

DFS Private Wealth provides exceptional service and advice for high net worth business owners and individuals. I have been their client for 15 years and couldn't be happier.

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Larry Smith

DFS Private Wealth provides a comprehensive end-to-end financial, estate and tax planning model that is personal and attends to all of the financial concerns of a high net worth family. They provide peace of mind.

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YourTurn StoryBooks

Deborah and I switched over to Janet and Jennifer approximately one year ago. Todate we have been very pleased with our results, their recommendations and the professionalism of each of them and their staff. We are looking forward to a long and positive relationship.

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David Silvestre

They are just simply amazing! Congratulations on winning the Top Choice Award:)

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Loni MacDonald

Dedicated Financial Solutions can be considered a one stop shop with expert advice, a wide range of products and services and most importantly, service that is unsurpassable. Jennifer Black and Janet Baccarani also have specific experience and expertise working with pre-retirees, retirees, women and widows and have been distinguished ELITE Advisors due to their demonstration of excellence with clients. I have every confidence in referring this team. LM