Benefit From A Wealth of Wisdom and Experience

Peace of Mind Through Planning

Our clients mean the world to us. At DSK we are always looking at how we can strengthen our clients’ financial health.

Please join us in celebrating our partnership with Wealth Stewards Inc. Wealth Stewards, a team of financial professionals that offer a broad range of expertise in wealth planning and management, are the winner of the 2017 & 2018 Global Financial Planning Award for Canada. We are proud to have them as part of our family of services to meet your financial and business needs.

“Through our many years in public accounting we have seen that a great many of our clients have under-performing investment returns and limited, sometimes non-existent, investment advice.”

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.

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health and wealth DSK WealthMedical
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The Connection Between Health and Wealth

As many of us know, financial stress can impact many areas of our lives. A study conducted by Fidelity Investments in collaboration with Stanford University found that the worse financial...
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April 5, 2019

DSK Wealth Webinar Series – Are You Leaving A Legacy, Or A Landmine?

On May 28th, 2019,  Michèle Follows lead this important discussion on wills, estates, and the intricacies of estate planning.   Missed the webinar? CLICK HERE FOR AUDIO  
DSK Wealth
April 4, 2019

9 Indicators A Client May Need Wealth Management Services

As accountants, we come across many different people in different stages of life and with a wide variety of financial goals and needs.  With the integration of our wealth management…

Visit dskwealth.ca for our full story, and a complete description of services.