Solution Provider Detail

DFS Private Wealth

DFS Private Wealth
DFS Private Wealth Contact: Jennifer Black/Janet Baccarani
714 Burnhamthorpe Rd. E. Phone: (905) 896-8373
Mississauga, ON L4Y 2X3 Fax: (905) 896-9239
Web Site: www.dfsprivatewealth.com Email: admin@dedicatedfs.ca


Listen to an audio interview with Janet Baccarani

During a difficult time of transition, it is still important to review and update family finances, including survivor benefits, financial planning, tax planning, insurance and estate planning. Professional and knowledgeable financial advisors will provide assistance to help you understand what you need to know. DFS Private Wealth is an independent firm.

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Financial Planning – Taxes Efficient Investing – Final Tax Returns – Insurance – Discretionary Wealth Management – Estate Preservation – Investment Management – Retirement Income Specialist

Mississauga – Etobicoke – Toronto – Oakville

Discussion

  1. Denise  August 3, 2011

    I felt so comfortable working with Janet. I would definitely refer any of my friends or customers to her, as she is honest, hardworking and a true professional in her business. I know that she works hard for her clients, what more could you ask for in a financial planner!

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