EXPERIENCE: The Hart Datoo Wealth Management Group has been committed to excellence for more than a combined 75 years. For each one of those years, our team members have demonstrated best-in-class service and unparalleled client-focused solutions. Our consistent dedication to excellence is exhibited daily, by delivering the highest quality advice to our many long-standing clients. Each of our valued clients look to the vast experience of our team, and entrust the Hart Datoo Wealth Management Group to be their complete wealth management solution.
SERVICE: Throughout our team’s long history of delivering effective solutions, we maintain unrivaled personal service that meets the needs of each of our unique clients. Whether it is by phone, e-mail or otherwise, our clients can trust us to be there for them when they need it. Our client-centred approach fosters foundational relationships with both new and existing clients, which puts honest, transparent and straightforward communication at the forefront, helping our clients not merely pursue their goals, but achieve them. As we continue to build on our strong foundation, we remain loyal to our core values of integrity, quality, ethics, and adaptability to ensure we provide an unmatched service to our clients. EXCELLENCE: It was Aristotle who said ‘We are what we repeatedly do. Excellence, then, is not an act, but a habit.’ Excellence is a habit that has been persistently etched into the ethos of our team since the Hart Datoo Wealth Management Group was formed in 1994. Our team has made the practice of excellence habitual, and we demonstrate this through the continued execution of proven and effective wealth management strategies for individuals and their families. Our team takes great pride in its proven results in 'generational investing', with an exceptional track record of building portfolios for the children and grandchildren of many of our cherished loyal clients. We are honoured when our peers refer their family members and friends to us, and can promise we will always offer our best-in-class advice. Please do not hesitate to reach out and contact us today!