Latest blog post

The Hidden Opportunities in Market Volatility: A Strategic Approach to Registered Accounts

March 6, 2025

The key is understanding how different account types can work together during market fluctuations to create long-term advantages.

Creating Multigenerational Wealth Through Registered Accounts

February 20, 2025

While registered accounts are commonly viewed through the lens of personal retirement planning, they offer powerful tools for multigenerational wealth building when approached strategically.

Maximizing Your Future: The Importance of an RRSP for Retirement Planning

February 4, 2025

A Registered Retirement Savings Plan (RRSP) is a powerful financial tool designed to help Canadians save for retirement. An RRSP offers a range of benefits that can make achieving long-term financial security easier and more efficient.

How Investing in Local Causes Strengthens Wealth and Wellbeing

January 24, 2025

What’s incredibly gratifying is that supporting local causes uplifts so many and so much. It creates a ripple effect of economic growth, social connection, and personal fulfillment.

During uncertain times, can we continue to practice generosity?

December 13, 2024

Philanthropy often carries its greatest weight during challenging times. In periods of economic uncertainty, giving thoughtfully can feel more important than ever. It’s a balance, isn’t it – supporting the causes you care deeply about, all while ensuring your financial stability remains intact.

Redefining Wealth: The Power of Philanthropy in Building a Legacy

November 29, 2024

For many high-income professionals, the pursuit of wealth is not just about personal gain but about shaping a legacy that will be remembered long after they are gone. Philanthropy provides a unique opportunity to do just that – to take the resources you've worked so hard to build and use them to create real change

The Mental Benefits of Giving

October 25, 2024

We often think of philanthropy in terms of the impact it has on others, but giving back has profound effects on the giver as well.

The Role of Purpose-Driven Philanthropy

October 25, 2024

Wealth, at its best, is a reflection of who you are and what matters most to you.

Your PFG Life Print, Focused on Men's Mental Health

October 21, 2024

Last week’s event with Corey Hirsch was a powerful reminder of the importance of mental health and how crucial it is to encourage open dialogue

From Paycheck to Purpose: Can Income Planning Can Help You Achieve Your Life Goals?

October 1, 2024

Everyone has dreams that go beyond earning a paycheck. Whether it’s launching a business, funding your child’s education, traveling the world, or retiring comfortably, your income is the vehicle that drives those ambitions forward. And we can help you transform these aspirations into reality – through designing a well-structured income plan.

Diversification Strategies for a Secure Financial Future

September 25, 2024

When it comes to income planning, one of the most effective strategies for building financial security is diversification. Relying solely on a single source of income can be risky, especially in uncertain economic times.

The Foundation of Financial Security: Why Income Planning Matters at Every Life Stage

September 24, 2024

Income planning is a critical financial strategy that should be embraced at every and any stage of life, whether you’re just starting your career, in your prime earning years, or planning for retirement. A comprehensive income plan is the key to financial security and long-term success.

Private Financial Group and CMHA Gear Up for Groundbreaking Men’s Mental Health Event

September 20, 2024

Private Financial Group (PFG) and the Canadian Mental Health Association, Windsor Essex County Branch, are just days away from hosting a powerful event dedicated to men’s mental health. Co-hosted with Landscape Effects Group of Companies (LFX), this evening promises to be a transformative experience for the Windsor community, sparking meaningful conversations and breaking down the stigma surrounding mental health.

2024 U.S. Election and The Potential Impact on Our Portfolios

September 10, 2024

There is no doubt, however, that the current campaign is anxiety inducing for investors. Canada may be gearing up for its own divisive political battle, but its noisy neighbour is a behemoth that dominates news cycles. And just like a good horror film, these stories are full of jumps and nerve-shredding moments. It’s only human, therefore, to get caught up in these feelings.

Choosing the Right Financial Specialist

September 9, 2024

At Private Financial Group (PFG), we believe that selecting the right advisor is one of the most critical decisions you can make for your financial future. So how can you ensure you’re partnering with someone who genuinely understands your unique needs? Easy: ask the following questions.

Supporting Men's Mental Health: PFG, LFX and CMHA Team Up for a Windsor Event

September 3, 2024

To be held at the Serbian Centre in Windsor, it’s an initiative that PFG’s Peter Dobrich wanted to deploy, with an aim to break down the stigma surrounding men’s mental health, and to raise essential funds for local mental health programs.

Is Private Financial Group the Right Fit for You?

August 27, 2024

Choosing the right wealth advisor is about finding a partner who understands your life’s unique blueprint. At PFG, we call that Your Life Print Formula.

Navigating Financial Stress

August 8, 2024

According to FP Canada’s 2024 Financial Stress Index, 44% of respondents named finances as their biggest stressor. That’s a noticeable increase from previous years. Why?

Developing an Innovator Mindset

August 8, 2024

Innovative ideas that enhance customer experience, save time and money, or improve organizational performance never go unnoticed. With an innovation-focused mindset, you can set yourself apart and fast-track your career.

Your Life Print Formula

August 6, 2024

At a certain point, I had a vision to create something beyond the ordinary, for the greater good of the community and in honor of the tireless efforts of generations before us.

Rejuvenation Olympics

August 6, 2024

In a recent newsletter, we shared an article about Bryan Johnson, a tech entrepreneur, who’s turned anti-aging into a competitive sport through the “Rejuvenation Olympics.”

No Champagne but a New Interest Rate Era has Begun

August 6, 2024

In the end, it was an anti-climax. After months of speculation and conjecture, the Bank of Canada has reduced its benchmark interest rate for the second successive time. But the markets, which had already priced the cuts in, gave an indifferent shrug.

Your Finances. Your Freedom. Your Formula.

July 17, 2024

When we set out to create that something we felt was truly unique and comprehensive – something you couldn't find with any other wealth management company – we did it with our families and our clients in mind, and at heart.

Have You Mastered The Art of Decision Making?

July 17, 2024

Indecision can be a dangerous thing, particularly in our world of wealth management, where timely decisions are crucial. Procrastination can lead to missed opportunities and setbacks. This hesitation often stems from fear, immobilizing us to the point where no decision is made at all.

Uncertain Markets: Keep Calm

July 12, 2024

Rising costs. Constant negative news. Add to that seeing your portfolio take a hit – it can all be unsettling. It’s natural to feel the urge to pull out and wait for better times, a reaction known as loss aversion. It’s when the pain of losing feels much worse than the joy of gaining.

Your Key to Financial Security

July 12, 2024

We live in an era where financial uncertainties abound, which means that having a solid financial plan is more important than ever. Private Financial Group understands this necessity and has developed a comprehensive approach to financial planning that provides clarity, direction, and peace of mind.

Navigating Your Prized Cottage Investment

June 17, 2024

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

Taking the Risk Out of Retirement Income

May 14, 2024

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

Income Tax Deadline Checklist

March 11, 2024

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!

Can We Finally Expect Interest Rate Cuts?

January 9, 2024

No one can really predict the future. But rewind to the end of 2022 and analysts were forecasting recessions, hard landings, and interest rate cuts. They never happened.

Preparing the Next Generation for Wealth – Steps for Success

November 8, 2023

Here are several ways you, working with an advisor, can help prepare them to manage your family inheritance.

Preparing the Next Generation for Wealth – Why It Matters

November 8, 2023

It sounds counterintuitive but words rather than numbers are likely to dictate the success of your family’s transfer of wealth. Most people turn to a financial advisor simply for a tax-efficient estate plan to ensure their heirs inherit as much as possible.

Why the Hype Around Private Investments?

August 18, 2023

You may be hearing more about Private Investments these days and wondering if they are suitable. The first question you may have is why the focus on them now?

Tax Tactics for the Wealthy

July 28, 2023

Navigating the breaks and rules to your advantage is a legitimate tactic to not only keep more money in your wallet but also fuel your family’s legacy, whether that’s through charitable donations, community work, or simply ensuring the kids’ and grandkids’ futures

A Lifetime of Contributions

June 22, 2023

Making informed decisions when choosing a contribution plan is crucial as it sets the course for your investment journey.

First Home Savings Account

May 24, 2023

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.

The Taxing Issue of Succession Planning

May 17, 2023

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.

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

May 12, 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.

Navigating Through Current Markets

April 3, 2023

Investors today are dealing with strong macro winds. It is not about the war in Ukraine, earthquakes or the divides in politics - those are all areas of concern to be addressed in other forums - it is about the persistent rise in interest rates.

From Fantasy to Fundamentals: The Appeal of Infrastructure in 2023

January 25, 2023

Do you remember the Fire Phone, or the Coolest Cooler? What about the Microsoft Kin or Juicero? No, well you’re probably not alone.

Pandemic Legacy: How Have Investors Been Affected

November 22, 2022

How the COVID-19 pandemic alters the path of history remains to be seen. Like a retiree looking back over their life, it’s only in hindsight that they can fully process the impact of euphoric highs and devastating lows. The great events of history are similar; they shape people and societies.

Is the 60-40 Strategy Dead and Buried?

November 2, 2022

The 60-40 portfolio strategy is a touchstone for the industry, and shorthand for the tried and trusted method of protecting capital from wild market swings. There are endless variations on this theme, largely dependant on client risk tolerance and time horizon, but the navigational starting point of a “balanced” 60% stocks and 40% bonds mix has endured.

Private Financial Group Joins Q Wealth Partners to Focus on HNW Windsor Business Owners

November 4, 2021

Q Wealth Partners have voted to accept Windsor, Ontario based, high net-worth, Private Financial Group (PFG), into the national Portfolio Management Partnership.

Private Financial Group Joins Q Wealth Partners

November 4, 2021

Firm believes it’s ‘finally landing’ with a platform that can scale the business. Private Financial Group (PFG), a Windsor, Ontario-based high-net-worth business has joined Q Wealth Partners after being voted into its Portfolio Management Partnership.

Q Wealth Adds Private Financial Group to Platform

November 4, 2021

Shortly after signing on Flatiron Wealth Management, Q Wealth has made another addition. Q Wealth Partners is bringing Private Financial Group (PFG) on board its portfolio management platform.

Investing After Selling a Business

February 9, 2022

Not every entrepreneur is as outlandish or controversial as Elon Musk, as publicity seeking as Richard Branson, or as all-conquering as Jeff Bezos. All entrepreneurs are, however, part of a unique club. Not everyone has the ability, dedication, and risk-embracing nature to start and build a business.

Should I Stay, or Should I Go?

March 17, 2022

Between the pandemic, inflation, and geopolitical tensions, market uncertainty reigns right now. You might have heard some disturbing words, like shares “plunging”, prices “soaring”, and investment “volatility”. Many people, therefore, are asking themselves: should I take money out of the market and get back in when skies are clearer?

Navigating Emotional Real Estate Decisions

October 19, 2022

As the cliché goes, home is where the heart is. It’s also why decisions around selling or buying real estate, usually the biggest asset a person will own, go far beyond a financial transaction.

Volatility and Staying Invested

May 30, 2022

When it comes to the financial markets, investors absorb daily blow-by-blow accounts of price drops, stock bubbles, and geopolitical-induced volatility. This can influence decisions and emotions, and lead to panic selling – and often panic buying – that harms your portfolio.

Six Investment Myths Busted

July 8, 2022

You don’t have to look too far away from the big screen to see real-life examples of people whose actions have perpetuated the link between the wealth industry, untrustworthy characters and get-rich-quick trades.

Keep Calm and Plan for Volatility

October 11, 2022

Keeping your nerve when you see minus signs on your portfolio statement is not easy. Throw in a global pandemic, the rising cost of living, interest rate hikes, and news of political division, and it’s little wonder many investors want to exit the market and hunker down until the good times return.

Latest blog post

The Hidden Opportunities in Market Volatility: A Strategic Approach to Registered Accounts

Creating Multigenerational Wealth Through Registered Accounts

Maximizing Your Future: The Importance of an RRSP for Retirement Planning

How Investing in Local Causes Strengthens Wealth and Wellbeing

During uncertain times, can we continue to practice generosity?

Redefining Wealth: The Power of Philanthropy in Building a Legacy

The Mental Benefits of Giving

The Role of Purpose-Driven Philanthropy

Your PFG Life Print, Focused on Men's Mental Health

From Paycheck to Purpose: Can Income Planning Can Help You Achieve Your Life Goals?

Diversification Strategies for a Secure Financial Future

The Foundation of Financial Security: Why Income Planning Matters at Every Life Stage

Private Financial Group and CMHA Gear Up for Groundbreaking Men’s Mental Health Event

2024 U.S. Election and The Potential Impact on Our Portfolios

Choosing the Right Financial Specialist

Supporting Men's Mental Health: PFG, LFX and CMHA Team Up for a Windsor Event

Is Private Financial Group the Right Fit for You?

Navigating Financial Stress

Developing an Innovator Mindset

Your Life Print Formula

Rejuvenation Olympics

No Champagne but a New Interest Rate Era has Begun

Your Finances. Your Freedom. Your Formula.

Have You Mastered The Art of Decision Making?

Uncertain Markets: Keep Calm

Your Key to Financial Security

Navigating Your Prized Cottage Investment

Taking the Risk Out of Retirement Income

Income Tax Deadline Checklist

Can We Finally Expect Interest Rate Cuts?

Preparing the Next Generation for Wealth – Steps for Success

Preparing the Next Generation for Wealth – Why It Matters

Why the Hype Around Private Investments?

Tax Tactics for the Wealthy

A Lifetime of Contributions

First Home Savings Account

The Taxing Issue of Succession Planning

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

Navigating Through Current Markets

From Fantasy to Fundamentals: The Appeal of Infrastructure in 2023

Pandemic Legacy: How Have Investors Been Affected

Is the 60-40 Strategy Dead and Buried?

Private Financial Group Joins Q Wealth Partners to Focus on HNW Windsor Business Owners

Private Financial Group Joins Q Wealth Partners

Q Wealth Adds Private Financial Group to Platform

Investing After Selling a Business

Should I Stay, or Should I Go?

Navigating Emotional Real Estate Decisions

Volatility and Staying Invested

Six Investment Myths Busted

Keep Calm and Plan for Volatility

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