- 416-886-0297
- 27th Floor, 161 Bay Street, Toronto, ON, CA
- Mon-Fri: 9:00 AM – 5:00 PM EST
Office Line
Office Address
Office Hours
Dhinsa Wealth Financial Services | Financial Solutions in Canada
- 416-886-0297
- 27th Floor, 161 Bay Street, Toronto, ON, CA
- Sun-Fri, 10:00 - 21:00
Office Line
Office Address
Office Hours
Achieve Financial Freedom, Live Fully
Saving doesn't mean sacrificing joy. With the right plan, you can secure your future while living fully today. Financial freedom is about balance, not compromise—enjoy the journey while building your tomorrow.
At Dhinsa Wealth Financial Planning Services we are dedicated to helping individuals, families, and businesses to achieve financial peace of mind. Our comprehensive approach to financial planning, risk management, and wealth management ensures that your big or small goals are met with precision, care, and expertise. With years of experience and a deep understanding of the Canadian financial landscape, we take pride in offering personalized solutions that help you build, protect, and grow your wealth.
Proudly serving clients in Ontario, Alberta, Nova Scotia, and British Columbia, we look forward to partnering with you on your journey to financial success.
Our Services
Ready to take control of your financial future?
Call Us: +1-416-886-0297
Email Us: [email protected]
Check Out Our Upcoming Webinars
What Our Clients Say
Sarah & John M
Dhinsa Wealth Financial Planning Services helped us navigate the complexities of investment management. Their personalized approach and expert advice have been invaluable in securing our family’s financial future.
Michael R,
As a business owner, I needed a firm that truly understood my financial goals. Dhinsa Wealth Financial Planning Services provided tailored strategies for wealth management and risk mitigation that fit perfectly with my needs.
Mariah T,
I’ve had a great experience with Dhinsa Wealth. They tailored everything to my needs, and I feel much more secure with my finances now.
David L
Dhinsa Wealth has been awesome to work with. Their team is professional but approachable, and they've really helped me stay on track financially.
Our Mission
At Dhinsa Wealth Financial Planning Services, our mission is simple to provide personalized, transparent, and goal-oriented financial solutions to individuals and businesses in Canada. We are committed to helping you achieve financial independence by offering expert guidance and sustainable strategies. We believe in building long-term relationships based on trust, integrity, and a shared commitment to your financial success.
How We Work
We believe that financial success is a journey, and we are here to guide you every step of the way. Our personalized approach ensures that you get a tailored financial strategy that fits your life and goals.
Discovery Meeting
We start by understanding your financial goals, challenges, and future aspirations. Whether you're focused on retirement, wealth growth, or risk management, we tailor our approach to your needs.
Customized Plan Development
After gaining insight into your current financial situation, we develop a personalized strategy that balances growth with security—helping you achieve both immediate goals and long-term financial freedom.
Implementation
Once your financial roadmap is in place, we put it into action. Our expert team ensures that your investments, insurance, and risk management plans align with your objectives.
Ongoing Monitoring
Your financial journey doesn’t end here. We regularly review your plan to adapt to changing markets and life circumstances, ensuring you’re always on track toward your goals.
Why Dhinsa Wealth?
At Dhinsa Wealth Financial Planning Services, we do more than provide financial services—we offer peace of mind. Here’s why our clients trust us with their financial futures
Tailored Solutions
Every client is unique, and so is our approach. We create customized strategies designed to meet your specific financial goals.
Expert Guidance
With over a decade of experience, our team offers proven expertise in financial planning, investment management, and risk mitigation.
Comprehensive Services
From wealth management to tax planning, we provide everything you need under one roof, simplifying your financial life.
Local Expertise
With deep knowledge of the financial landscape in Ontario, Alberta, Nova Scotia, and British Columbia, we bring a regional focus that aligns with your needs.
Client-Centered Approach
We prioritize your success above all. Every decision we make is with your best interests in mind.
Our Experts
Behind Dhinsa Wealth Financial Planning Services is a team of dedicated financial professionals ready to guide you toward financial security.
Meet Our Founder
Satinder Dhinsa, CFP®
Founder and CEO, Satinder Dhinsa, brings over a decade of experience in financial planning, wealth management, and insurance solutions. As a Certified Financial Planner® and a trusted advisor, she has helped countless individuals, families, and businesses achieve their financial goals.
Our Team
Our team is comprised of experts in financial planning, risk management, and investment strategies, all with a deep commitment to client success. With Dhinsa Wealth Financial Planning Services, you’re in capable hands.
Meet the people working behind your financial success.
A Goal Without A Plan Is Just A Wish
Financial planning isn’t one-size-fits-all—everyone’s finances are unique. I’m dedicated to understanding your specific priorities. Let’s focus on what matters to you and build strategies to grow your wealth and security.
Get Personalized Financial Advice
Achieve financial freedom with guidance from experts who understand your needs. Whether you're planning for retirement or looking to grow your wealth, Dhinsa Wealth Financial Planning Services is here to help.
Guiding you toward financial freedom with personalized financial strategies that empower you to live fully today while securing tomorrow.
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Insurance products, including segregated fund policies, are offered through Dhinsa Wealth,
and Satinder Dhinsa offers mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd.
Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.
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