Our Mission: Our mission is to use our wealth management expertise to help you achieve your life's dreams. We will facilitate your discovery of your financial goals. We will work with you to create unique, future-facing investment strategies that yield increasing returns while balancing risk levels. We will continue to grow and reach for new opportunities that develop in the marketplace, while still maintaining grounded by our core values: Expertise | Trust | Service.
No matter where you are in life, we are here to help you achieve your goals!
We are honored to serve clients from diverse backgrounds and all walks of life. Our team aims to deliver solutions geared specifically to fit each of your needs. As your circumstances change, so too does your portfolio. We have identified the following dynamic services we offer for the profiles listed: Are you planning for retirement? We offer the following services that may help you outline your long-term life goals and find potential income sources for retirement:
innovative retirement strategies
portfolio forecasting
RRSP
TFSA
Are you a corporate executive? We offer the following services that may match your long-term life goals and protect your assets:
tax sheltering
risk management
severance packages
pension packages
Are you an entrepreneur? We offer the following services that may help protect your principle and your family as you develop your own business:
personal health care
investment liquidity
RRSP growth strategy
Are you retired?
We offer the following services that may help you increase your income and prepare a long-term legacy for your family:
long-term care insurance
estate preservation
giving strategies
We are dedicated to creating durable, long-term relationships with you and your family. By being fully aware of all your life and legacy goals, we are able to develop a fully customized management experience that evolves as your life evolves.
Ours is a comprehensive program. By working with us, you are able to access our wealth of knowledge and our intricate experience. We monitor and analyze your portfolio meticulously, to fit our service to your current lifestyle and plans for the future.
Learn more about DCM Wealth Management and Our Distinct Value.
At every moment, our team awaits to address any of your financial concerns. When you choose DCM Wealth Management, you choose a reliable, accessible consolidation of expertise. Please contact us. We look forward to speaking with you.