Private Financial Group – Invest in What You Value Most

pfg-wax1

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

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.

LifePrintFormula_logo_color

OUR PROCESS

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

Wealth Management

Learn More

Financial Planning

Learn More

Estate & Business Planning

Learn More

OUR BLOG

Pandemic Legacy: How Have Investors Been Affected

General Economy

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?

Investment Types

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

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
View Google Map

Phone:
519-973-9073

Email:
contact@privategroup.ca

Newsletter Signup
New Client Inquiry

New Client Inquiry

Quintessence Wealth (Q Wealth) is a partnership that is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth to engage in trading activity. These services are provided by Q Wealth through registered advising representatives and dealing representatives, respectively.

Q Wealth is a partnership that is owned by its partners, including Private Financial Group. As a client of Q Wealth, you may receive services from both Q Wealth and Private Financial Group. Note that individuals from Private Financial Group will only provide investment advice and trading advice if they are registered as advising representatives and dealing representatives of Q Wealth, and in providing such services, they will be doing so on behalf of Q Wealth only. Private Financial Group may however provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others.

Q Wealth Partners is a registered trade name of Quintessence Wealth, a registered Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. Please visit www.qwealth.com for more information.

© 2022. All rights reserved.

View Our Privacy Policy

© 2022.
All rights reserved.