INVEST IN

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.
CONTACT US

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.
Learn More

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.
LEARN MORE

OUR SERVICES

WE MANAGE EVERY ASPECT OF YOUR WEALTH

Financial Planning
Estate & Business Planning

OUR BLOG

THE LATEST NEWS & INSIGHTS

Tax Strategy

First Home Savings Account

The First Home Savings Account is a brand new way for people to save to buy their first home. Starting April 1st, every Canadian who qualifies will be able to make tax deductible contributions to this account.
Read More
Tax Strategy

The Taxing Issue of Succession Planning

70% of families report failure when it comes to intergenerational wealth transfers. Put another way, three out of every 10 transfers fail. It’s a core part of many people’s financial plan and yet 67% cite it as their biggest concern.
Read More
Investment Types

Not All Income is Equal - Three Categories to Consider in 2023

Now is a great time to look at your income investments. Recent interest rate hikes in North America have significantly reduced the prices, making 2023 an interesting entry point.
Read More

PETER’S RECOMMENDED READING

Mindset: The New Psychology of Success

World-renowned Stanford University psychologist Carol Dweck, in decades of research on achievement and success, has discovered a truly groundbreaking idea—the power of our mindset. In this brilliant book, Dweck shows how success in school, work, sports, the arts, and almost every area of human endeavor can be dramatically influenced by how we approach our goals.
LEARN MORE
stay connected.
subscribe to our newsletter.
Thank you! Your submission has been received!
Thank you! Your submission has been received!
drop us a line.
we’re here to help you
navigate your financial journey.
Book a FIT Meeting

Book a FIT Meeting

Fill out the form below to begin discussing how we can help you.
Thank you! Your submission has been received!
Thank you! Your submission has been received!
Close