Prudent, Disciplined Wealth Management.

Groupe Di Tomasso

We manage portfolios for a high-worth clientele with a Bottom-up Value approach using Canadian and American equities, bonds and preferred shares.
Our commitment is to help our clients in attaining financial security, because we firmly believe that financial health, psychological health and physical health are each an integral part of a whole.


Prudent and disciplined is our motto. 

 

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