- 416-886-0297
- 27th Floor, 161 Bay Street, Toronto, ON, CA
- Mon-Fri: 9:00 AM – 5:00 PM EST
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Office Address
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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
Our Services
Financial Services to Secure Your Future
Dhinsa Wealth Financial Planning Services offers a comprehensive range of financial services designed to help you grow and protect your wealth while planning for a secure future. Whether you are just starting your financial journey or looking to optimize existing strategies, we provide expert guidance tailored to your unique goals and life stage. Explore our services and discover how we can help you navigate every aspect of your financial life.
Financial Planning
Financial planning is the foundation of your financial success. At Dhinsa Wealth Financial Planning Services, we work closely with you to create a personalized financial plan that reflects your priorities and lifestyle. From budgeting and saving strategies to long-term wealth-building plans, we ensure you’re well-prepared for life’s milestones.
Wealth and Investment Management
Our wealth management services are focused on creating investment strategies that align with your financial goals. Whether you’re aiming to grow your portfolio or preserve your assets for future generations, we offer expert advice and a tailored approach to help you make informed decisions in an ever-changing market.
Retirement Planning
Planning for retirement is a key step in ensuring a comfortable and financially secure future. We help you assess your retirement goals and provide strategies to ensure that you can enjoy the lifestyle you desire after you stop working.
Risk Management and Insurance Solutions
Life is full of uncertainties, but our risk management and insurance solutions help you prepare for the unexpected. We offer a range of options to safeguard your financial well-being and protect your loved ones from life’s risks, ensuring peace of mind and financial security.
Estate Planning
Estate planning helps you protect your legacy and ensure your wishes are honored. We guide you through the process of organizing your estate, from wills and trusts to charitable giving, ensuring a smooth transfer of wealth while reducing potential tax burdens.
Tax Planning
Effective tax planning is essential to preserving your wealth and ensuring compliance with ever-changing tax laws. Our tax strategies focus on minimizing liabilities and enhancing your financial outcomes, allowing you to keep more of what you earn.
Business & Corporate Services
For business owners and corporations, we offer financial services that support sustainable growth and financial health. From business tax planning to employee benefits and risk management, our services are designed to help businesses thrive.
Ready to take control of your financial future?
Call Us: +1-416-886-0297
Email Us: [email protected]
Check Out Our Upcoming Workshops
Ready to Achieve Financial Security?
At Dhinsa Wealth Financial Planning Services, we’re here to guide you through every step of your financial journey. From financial planning to investment management and beyond, we offer the expertise and support you need.
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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