Protecting Wealth, Generating Income & Creating a Legacy

We believe that a detailed wealth plan and strategy requires organization, strategic execution and a disciplined approach to managing money.

We are committed to providing our clients with a Personalized Wealth Plan that includes:

  • Comprehensive financial analysis to provide clarity in what your wealth means for you and your family
  • Detail risk analysis and how to protect your wealth for your family
  • Annual tax planning to ensure you keep more of what you earn
  • Thorough estate analysis to ensure your legacy continues and wishes are well documented
  • Customized investment portfolios based on your individual family needs

We are committed to providing timely and proactive advice to our clients and you can expect:

  • Portfolio review meetings as frequently as you wish and need.
  • Phone calls are answered and voice messages returned within same day
  • Personalized Quarterly Portfolio Valuation Reports sent by email or mail
  • Year-end Tax Planning Review
  • Detail summary of tax slips personalized for you and your Accountant
  • Access to DS Online with secure email and electronic statements

We are committed to ensuring your wealth has the attention it deserves so that you can focus on what is important for you and your family.