Private Financial Group has been earning our client's trust by delivering the advice they need to achieve their goals and focus on what really matters.
Our premier relationships with Canada's leading financial, insurance and debt management companies, enable us to craft highly personalized financial solutions that are tailored to fit your unique goals.
There is comfort in knowing that your money is in capable hands. Beyond our expert advice and high degree of personal attention, we also offer some of the lowest fees and highest returns in Canada for both our corporate and individual clients.
You have worked very hard to create value, and in doing so have taken on all of the risks involved in building your business. Let us help you get the full recognition you deserve. We can help when:
Selling Your Business
Recapitalizing Your Balance Sheet
Managing Your Succession
A proper estate plan is invaluable in ensuring that you have the peace of mind of knowing that what matters most to you will be protected.
We can lead you through all aspects of estate planning as well as provide corporate executor and trust services.
We help you reach your goals while keeping you focused on the game plan. Our proven approach ensures that you realize your wealth's full potential. Our services include:
Expert Advice
Overall Strategy
Behavioural Coaching
We aim to build long-term relationships based on mutual respect and trust. In order to achieve this, we need to understand your goals and mutually communicate our value proposition. Before we move forward with any client, we insist on a "fit" meeting to see if we are the right firm for you and equally important if you are the right client for our firm.
Email contact@privategroup.ca or call 1.519.973.9073 to book a meeting at our Windsor, Ontario location.
Peter Dobrich
President
Dejan (Dan) Tegeltija
Associate
Kim Town
Administration
