ABOUT US

Private Financial Group was born out of the desire to find a BETTER way to help clients improve and organize their financial lives into an easy-to-understand format.

Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, Your Life Print FORMula, helps you pursue your financial independence.

Having developed and refined this proprietary process, some things have become clear …

At Private Financial Group, we recognize that we are not all things to all people; we are all things to some people. Our client relationships are based on a very specific FIT process, allowing us to partner with those clients we are most suited for. In doing that, we are able to provide an elevated client experience keeping all the pieces of each client’s individual financial plan in place.

We engage in panoramic financial planning in the context of a long-term partnership with you through our proprietary process, Your Life Print FORMula. To maintain a successful working relationship, one where we can help you pursue your financial and lifestyle goals, you can expect that we will consistently and responsibly perform all the services outlined below.

We Will Always:

- Acquire and maintain a thorough understanding of your financial goals
- Update your current financial information as your life unfolds and needs evolve
- Carefully determine and monitor your investment risk and time-frame
- Explain the implications of all recommended financial planning strategies
- Update you as appropriate by appointment, email, mail and phone
- Meet with you regularly to review your personal financial situation
- Act as your primary wealth advisor and steward of your financial future
- Coordinate with other financial professionals when your plan requires it
- Treat you with the utmost respect and professionalism

OUR TEAM

We aim to build long-term relationships based on mutual respect and trust. In order to achieve this, we need to understand your goals and mutually communicate our value proposition. Before we move forward with any client, we insist on a "fit" meeting to see if we are the right firm for you and equally important if you are the right client for our firm.

Peter Dobrich

Wealth Advisor, Managing Partner
Peter Dobrich
H.B. COMM
Wealth Advisor, Managing Partner

Business is in Peter’s DNA: He learned the real value of a dollar growing up in his family’s business, which grew from humble beginnings to support more than 60 families for over three decades. Using his experience and knowledge of family business dynamics and their unique challenges, Peter founded Private Financial Group.

Chris Heaman

Portfolio Manager, Quintessence Wealth
Chris Heaman
Portfolio Manager, Quintessence Wealth

Chris has been working in the Financial Industry since 1993. As a licensed Portfolio Manage he has  been providing discretionary Portfolio Management direct to clients since 2012. Pulling from his education in Sports Psychology, Chris understands its how people behave that impacts their success with investments and he constructs portfolios that help minimize the downside which is where the behaviour can be the most destructive. Using tools that are commonly found in larger institutional portfolios like Pension Plans, Chris manages the volatility of a clients portfolio and decreases the risks of their capital eroding during a downside experience .  

Parker Van Buskirk

Associate Wealth Planner
Parker Van Buskirk
MBA
Associate Wealth Planner

Parker joins Private Financial Group with several years of experience in the financial services industry. Being the son of small business owners, an understanding of financial literacy and the importance of planning were taught at a young age. Parker strives to help clients find empowerment from their structured plans, and the opportunity to accomplish what is important to their families.

Kim Town

Operations Manager
Kim Town
Operations Manager

Kim spent more than 25 years building her industry knowledge by working with one of Canada’s largest banks, growing her passion for helping people structure and organize their finances to achieve their goals. Kim’s objective is to ensure each and every client receives superior service, and her background ensures she is well-qualified to assist in this endeavour.

Rachel St. Denis

Client Service Manager
Rachel St. Denis
Client Service Manager

With more than 25 years of experience in client and financial services and entrepreneurial leadership, Rachel brings valuable experience and unique skills to the team, helping craft and implement winning marketing strategies while upholding exceptional service standards. Her drive, coupled with her passion for fostering strong client relationships through open and interactive communication, cultivates an environment that is both warm and inviting for clients as they engage with our firm.

Aleks Dobrich

Financial Planning Associate
Aleks Dobrich
Financial Planning Associate
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