About Us
Degelman Private Wealth Management is a team of highly dedicated wealth management professionals committed to meeting your financial goals & objectives. We have access to Canada's industry leading research, as well as some of the country's leading financial planning expertise including tax, business succession, insurance and estate planning exclusive to RBC Dominion Securities. In addition we often work with your accounting and legal professionals to maximize the potential of your wealth management strategy.
Our Commitment to Our Clients
We use a unique wealth advisory approach to thoroughly understand your specific goals, preferences and circumstances. As such, our advisory services are highly customized and designed to meet your individual needs. By integrating and managing all of your investments, retirement, insurance, tax and estate planning needs we act as your personal CFO.
Our Process
The process we apply to our client relationships is what sets us apart. We take the time to truly understand all aspects of your personal and financial picture before we make any recommendations. We truly care for each and every client and are passionate and committed to offering trusted advice for all of life’s many stages.
