Deloitte: Certified DWealth Advisor

 

  • Deloitte has identified the need to provide its partners with additional resources to optimize financial planning and financial wellness, within a safe regulated environment.

  • The DWealth program identifies dedicated external resources to offer a broad range of financial services for Deloitte Partners to support their lifecycle wealth goals and financial wellness.

  • Deloitte will work closely with BMO and YQC Wealth Management to address partner needs in today’s dynamic investment environment.