NURTURE

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.
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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 THE PIECES OF YOUR FINANCIAL PUZZLE AND PUT THEM IN PLACE

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.
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OUR SERVICES

WE MANAGE EVERY ASPECT OF YOUR WEALTH

Financial Planning
Estate & Business Planning

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THE LATEST NEWS & INSIGHTS

Firm News

Private Financial Group and CMHA Gear Up for Groundbreaking Men’s Mental Health Event

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General Economy

2024 U.S. Election and The Potential Impact on Our Portfolios

There is no doubt, however, that the current campaign is anxiety inducing for investors. Canada may be gearing up for its own divisive political battle, but its noisy neighbour is a behemoth that dominates news cycles. And just like a good horror film, these stories are full of jumps and nerve-shredding moments. It’s only human, therefore, to get caught up in these feelings.
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Financial Planning

Choosing the Right Financial Specialist

At Private Financial Group (PFG), we believe that selecting the right advisor is one of the most critical decisions you can make for your financial future. So how can you ensure you’re partnering with someone who genuinely understands your unique needs? Easy: ask the following questions.
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PETER’S RECOMMENDED READING

BUILD WEALTH LIKE A SHARK

"Build Wealth Like a Shark" provides tailored insights for navigating economic uncertainties while building and preserving wealth.

Peter Dobrich, Founding & Managing Partner at Private Financial Group, delves into the concept of legacy in his chapter “Success to Significance.”

Peter guides readers through navigating issues, behavioural changes, and crafting a game plan to pass down generational wealth using his distinct "Life Print Formula."
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