COMPREHENSIVE FINANCIAL PLANNING

A Different Approach

Each Family is Unique

Many affluent Canadians have dealt with their financial affairs in silos, with several professionals looking after their respective area of expertise, but with little or no coordination between them.

DSK Wealth encourages a different approach.

Working in conjunction with wealth management specialists, we’ll come together to understand your personal goals and incorporate all areas of your affairs in tandem to provide intelligent, comprehensive planning.

Let’s start with an Initial Assessment & Evaluation meeting with our team of experts.  It allows us to analyze your situation at a high level, provide you with a meaningful analysis and strategies tailored to you.

Your comprehensive approach to financial planning should include:

  • Retirement Planning
  • Tax Planning
  • Global Investment Management
  • Risk Identification and Management
  • Wealth Transition and Estate Planning
  • Business Planning
  • Business Transition Planning
  • Philanthropic strategies
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