DSK WEALTH MANAGEMENT

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.

Trending Content

axation of investment income graphic_dsk DSK WealthInvestment Incometax tips
September 25, 2019

How Investment Income is Taxed

Different types of investment income have varying tax implications which are important to consider in overall financial planning and minimizing income taxes. It is important to know how the various...
health and wealth DSK WealthMedical
May 28, 2019

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...
dsk wealth _ webinars_cover DSK EventsDSK Wealthtax tipswills and estates
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  

Realize Your Dreams - Fulfill Your Goals

Achieve your personal goals through maximization and/or management of your portfolio, taxes, estate and philanthropic contributions. Thoughtful and comprehensive assessment and advice can be yours through our partnerships with some of the most respected industry professionals.

Now we can make sure that not only do you receive the best financial and tax advice from us, but also make sure 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.

Meet Your Wealth Management Team

DSK WEALTH