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
Six Investment Myths Busted

Gordon Gekko hasn’t done the investment industry’s reputation any favours. Michael Douglas’ unscrupulous movie character quickly became shorthand for all that is wrong with Wall Street and financial markets with his infamous ‘greed is good’ speech. But you don’t have to look too far away from the big screen to see real-life examples of people whose actions have perpetuated the link between the wealth industry, untrustworthy characters and get-rich-quick trades.

Volatility and Staying Invested

Imagine you’re on a long-haul flight and the pilot informs you of every hint of turbulence. It would drive every passenger crazy. Thankfully, instead, most of us watch a movie,

Should I stay, or should I go?

Between the pandemic, inflation, and geopolitical tensions, market uncertainty reigns right now. You might have heard some disturbing words, like shares “plunging”, prices “soaring”, and investment “volatility”. Many people, therefore, are asking themselves: should I take money out of the market and get back in when skies are clearer?

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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