- 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
Empowering Your Financial Future, One Plan at a Time.
At Dhinsa Wealth Financial Planning Services, we are passionate about helping you achieve financial freedom and live fully. Our team of dedicated financial planners, led by Satinder Dhinsa, CFP®, brings years of expertise and a personal touch to guide you through every step of your financial journey. We’re committed to providing personalized solutions that align with your goals and secure your future.
Our Mission
Guiding You to Financial Success
Our mission at Dhinsa Wealth Financial Planning Services is to empower individuals, families, and businesses to achieve financial security and success through personalized financial strategies and comprehensive planning. We focus on solving real financial challenges with tailored solutions, ensuring you can enjoy today while planning for a secure tomorrow.
Why Choose Dhinsa Wealth?
At Dhinsa Wealth Financial Planning Services , we stand out through our commitment to personalized financial planning, complete transparency, and advanced risk management strategies. Our approach is built on:
Personalized Planning
Each financial situation is unique. Our customized plans fit your specific needs.
Transparency
We believe in clear communication, ensuring you always know your investment performance.
Advanced Risk Management
Comprehensive risk management protects you from unforeseen setbacks.
Our dedicated team, led by Satinder Dhinsa, CFP®, uses these principles to create robust financial plans that not only meet your current needs but also adapt to your evolving goals.
Experienced, dedicated professionals.
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.
Associate Financial Advisor
Angela Hewgill, Financial Advisor Support, Dhinsa wealth financial services, brings over a decade of experience in financial planning, wealth management, and insurance solutions. As a Certified Financial Planner® and a trusted advisor, Advisor Support Associate at Canada Life
Our Approach
Personalized Financial Solutions for Every Stage of Life
At Dhinsa Wealth Financial Planning Services , we believe in a personalized approach to financial planning. Whether you’re just starting out or looking to optimize your existing wealth, we tailor our services to meet your unique needs. Our comprehensive approach includes financial planning, investment management, risk management, and more, all designed to help you achieve your financial goals and live confidently.
Our Values
Core Values Driving Our Commitment to You
We are guided by our core values of integrity, excellence, and commitment. Our focus is on building lasting relationships with our clients through transparent communication, exceptional service, and a genuine dedication to your financial success. At Dhinsa Wealth Financial Planning Services, your goals are our priority, and we work tirelessly to ensure you reach them.
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.
Ready to Start Your Financial Journey?
We’d love to hear from you and discuss how we can help you achieve your financial goals. Contact us today to schedule a free consultation and take the first step toward a secure and prosperous future.
Guiding you toward financial freedom with personalized financial strategies that empower you to live fully today while securing tomorrow.
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The information on this website is intended for residents of Ontario only.
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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Affiliated with Canada Life.
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