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.

A WEALTH OF EXPERIENCE AND WISDOM

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. We’ll help you unlock the growth potential that’s available to you in the areas of taxes, estate and philanthropy.

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

Bob Simpson

Director of Private Debt and Equity

Gerald Zengeya, B.Com

Business Optimization Strategist

Peggy Tyers, BBA Director

Business Development

Andrew Brydon, CPA, CA

Wealth Counsellor

Haley Thomas, CIM, BA (Hons)

Wealth Counsellor

Emma Lynch, B.Comm, CA(Aus)

Wealth Counsellor

Hamed Murad, BA, CIM

Wealth Counsellor

Keith Jeremiah, BA

Business Operations Specialist

Craig Scott, BA, CIM Assoc.

Financial Planner

James Bentley, BMath

Associate Financial Planner

Shelby Cockhill

Social Media Coordinator

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.