The Dorfman Hostick Wealth Group provides boutique style wealth management to high-net-worth individuals, families, and entrepreneurs. We are strongly committed to offering quality advice, open communication, and outstanding client service.

 

Portfolio Management

Business Succession Planning

Wealth & Estate Planning

Cross-Border Investing

Tax Strategies

Retirement Cash Flow Planning

"Personalized Advice"

"I receive high quality, timely and personalized advice both proactively and when I ask. My portfolio is accomplishing my goals, and I like the people." - Client Testominal, January 2023

"Consistent Guidance & Expertise"

“Michael and his team have advised us on our financial matters and wealth management for over 15 years and we have always been impressed and satisfied with the guidance and expertise they have provided us.” - Client Testimonial, January 2023

Our Customized Approach

As members of one of Canada's leading full service investment firms, we are able to meet the needs of the most sophisticated investor. Each client’s portfolio is uniquely structured and presented in a format that clearly outlines their objectives, goals, expectations, and responsibilities. Our long-time clients appreciate our integrity, our ability to deal with their concerns, and the depth of our understanding of the various aspects of financial markets.

Contact Us

Please fill out this brief form and a member of our team will contact you.

The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding the outcome of your investments.