INVEST IN
WHAT YOU
VALUE MOST

Private Financial Group has been earning our clients trust by designing strategic wealth plans for clients who value expertise in an engaging environment, with an authentic voice, helping them feel assured while providing them clarity and a purposeful direction about their future.

ABOUT US
LIVE THE LIFE YOU WANT TO LIVE

Our experience acquired over decades in the business constantly reminds of the fluid and dynamic nature of the journey to financial independence.

It is with this philosophy in mind that we are able to focus on our proprietary process to craft individual plans for each of our clients as their lives unfold and their needs evolve.

OUR PROCESS
OUR GOAL IS TO TAKE ALL THE PIECES OF YOUR FINANCIAL PUZZLE AND PUT THEM IN PLACE

To do so, we utilize a proprietary process that integrates wealth management with risk and debt management, income and tax planning, and philanthropy for successful families, professionals, and business owners. Your Life Print FORMula is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.

OUR SERVICES
WE MANAGE EVERY ASPECT OF YOUR WEALTH
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Wealth Management
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Financial Planning
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Estate & Business Planning
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OUR BLOG
THE LATEST NEWS & INSIGHTS
Pandemic Legacy: How Have Investors Been Affected

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?

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.

Navigating Emotional Real Estate Decisions

Our House, the gentle Crosby, Stills, Nash and Young classic - written, incidentally, by Graham Nash - strikes an emotional beat familiar to many homeowners or wannabe homeowners. The song describes an everyday scene yet it’s beloved by millions because, 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.

PETER’S RECOMMENDED READING
Popular: The Power of Likability in a Status-Obsessed World

A leading psychologist examines how our popularity affects our success, our relationships, and our happiness—and why we don’t always want to be the most popular Popular examines why popularity plays such a key role in our development and, ultimately, how it still influences our happiness and success today.

CONTACT US

Address:
1 Riverside Dr W, Suite 303
Windsor, ON N9A 5K3
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Phone:
519-973-9073

Email:
contact@privategroup.ca

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