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What People Say
We don’t hesitate to refer clients to DFS Private Wealth, and one reason is that Jennifer and Janet provide a…
My wife wanted to consult with another financial advisor but I had no interest because I couldn’t see any value…
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Recent Publications
Globe & Mail video: Why CPP investments are in 'another league' compared to mutual funds
Ever wonder about why the CPP Investment portfolio looks nothing like the typical Canadian investor portfolio? Check out this short…
Taxes and Financial Planning
TAX & FINANCIAL PLANNING Have you thought about what your current and future financial picture looks like? You work hard…
Taxes at Death
What taxes are due on death? As the saying goes, death and taxes are the only sure things. And when…
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Contact Details
If you are interested in working with us then please drop us a line, we would love to hear from you.
121 Wallstreet Street, New York , USA
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