NURTURE

WHAT YOU
VALUE MOST

Private Financial Group has been earning our clients trust by designing strategic wealth plans for clients who value expertise in an engaging environment, with an authentic voice, helping them feel assured while providing them clarity and a purposeful direction about their future.
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ABOUT US

LIVE THE LIFE YOU WANT TO LIVE

Our experience acquired over decades in the business constantly reminds of the fluid and dynamic nature of the journey to financial independence.

It is with this philosophy in mind that we are able to focus on our proprietary process to craft individual plans for each of our clients as their lives unfold and their needs evolve.

OUR PROCESS

OUR GOAL IS TO TAKE THE PIECES OF YOUR FINANCIAL PUZZLE AND PUT THEM IN PLACE

Private Financial Group has been earning our clients trust by designing strategic wealth plans for clients who value expertise in an engaging environment, with an authentic voice, helping them feel assured while providing them clarity and a purposeful direction about their future.
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OUR SERVICES

WE MANAGE EVERY ASPECT OF YOUR WEALTH

Financial Planning
Estate & Business Planning

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THE LATEST NEWS & INSIGHTS

Real Estate

Navigating Your Prized Cottage Investment

Cottages were all the rage in recent years past—and that’s precisely why they’re still an investing hot topic in 2024.
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Financial Planning

Taking the Risk Out of Retirement Income

For those heading towards or already in retirement, now is not the time to gamble with your future.
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Tax Strategy

Income Tax Deadline Checklist

No sooner have you navigated the RRSP contribution deadline, then another key date looms into view – your annual income tax return. If only the world was so keen to remind you to watch movies or take a vacation!
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PETER’S RECOMMENDED READING

BUILD WEALTH LIKE A SHARK

"Build Wealth Like a Shark" provides tailored insights for navigating economic uncertainties while building and preserving wealth.

Peter Dobrich, Founding & Managing Partner at Private Financial Group, delves into the concept of legacy in his chapter “Success to Significance.”

Peter guides readers through navigating issues, behavioural changes, and crafting a game plan to pass down generational wealth using his distinct "Life Print Formula."
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