THE WEALTH STEWARDS GROUP

Peace of Mind Through Planning

At DSK we are always looking at how we can improve and help our clients increase their financial health.

We want to introduce you to a service included in our DSK offerings.  Please join us in celebrating our partnership with Wealth Stewards Inc., 2 time winner of the Global Financial Planning Award for Canada.

Our People Are Our Foundation

The vast majority of companies and individuals do not have a financial plan, a retirement plan, proper insurance coverage, wills or power of attorneys. All of this is so very important and yet never really taken seriously until it is too late.  Now we can make sure that not only do you receive the best financial and tax advice from us, but also make sure that you get the much needed investment advice AND plans that tie everything together.

With DSK and Wealth Stewards on your team – it’s that easy.

“Throughout our years in public accounting we’ve seen a great many of our clients suffer with under-performing investment returns and limited, sometimes non-existent, investment advice. We are determined to facilitate change for our clients.”

Your Wealth Stewards Team

Paul Tyers, CPA, CA, CFP, CIM

Managing Director

Stephen Jones, LL.M, CPA, CA

Director, Tax & Estate Planning

Scott Eicher, CFA, CFP

Vice President

Hamed Murad

BA, CIM Wealth Counsellor

Peggy Tyers, BBA Director

Business Development

Hayley Thomas, CIM, FPSC Level 1 (r), BA(Hons)

Wealth Counsellor

Andrew Brydon, CPA, CA

Wealth Counsellor

Craig Scott, BA, CIM Assoc.

Financial Planner

Shelby Cockhill

Social Media Coordinator

Helene Gauthier

Executive Associate

Keith Jeremiah, BA

ESTABLISHING YOUR FINANCIAL PRIORITIES

And Taking Action On Them

FAMILY OFFICE SERVICES

You’ve come a long way since those early days; and your financial success has grown in size and complexity.

RETIREMENT INCOME PLANNING

Will I have enough for retirement?

WEALTH TRANSITION & ESTATE PLANNING

Serving as a single point of contact, bringing all family members and needed professionals together to care for your financial affairs.

PHILANTHROPIC STRATEGIES

Strategies for those who have a desire to use their resources in this manner.

GLOBAL INVESTMENT MANAGEMENT

Investing is a marathon, not a sprint.

RISK IDENTIFICATION & MANAGEMENT

When you find yourself with considerable wealth, you won’t likely want to put it at risk.

WEALTH STEWARDS, WINNER OF THE 2017, 2018 GLOBAL FINANCIAL PLANNING AWARDS FOR CANADA