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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PETER’S RECOMMENDED READING
BUILD WEALTH LIKE A SHARK

“Build Wealth Like a Shark,” a new book by Scott Keffer, Kevin Harrington, and 29 of North America’s leading authorities including non-other than our very own Windsor-Essex wealth management savant Peter Dobrich!

CONTACT US

Address:
1 Riverside Dr W,
Windsor, ON N9A 5K3
View Google Map

Phone:
519-973-9073

Email:
contact@privategroup.ca

© 2021 Quintessence Wealth.
All rights reserved.