Our Services
Pierre Dauth Financial Services offers comprehensive financial, tax, and estate planning services, wealth management, investment and insurance services.
You have life goals? Let us work for you to make them happen the way you want them to.
Planning
High Net Worth ⏐Retirement ⏐Estate Planning ⏐Wealth
Put in place the financial strategies that will allow you to reach your short, medium or long-term goals. By taking a structured and flexible approach, our advisors will be able to offer you different options that will allow you to develop a personalized financial plan that will not become a hindrance to your lifestyle.
Investment
RRSP ⏐RESP ⏐RRIF ⏐ETF’s ⏐GIC ⏐TFSA ⏐Mutual Funds ⏐Annuities ⏐Segregated Funds ⏐Labor Sponsored Funds.
Whether you're saving for your child's education, planning a vacation or managing your finances after retirement, we can help you create an investment portfolio that meets your needs. We also offer a range of products and services for businesses, including group benefits, associate insurance and group retirement products.
Insurance
Life Insurance ⏐Disability ⏐Long Term Care ⏐Critical Illness ⏐ Mortgage
If something were to happen to you, could your family replace your income to maintain their standard of living? As well as helping you develop and manage an investment portfolio, we can help you choose your insurance products to minimize the financial risk for you and your family. Choosing the right insurance product is also part of a winning financial planning strategy.
Mutual funds are offered through Investia Financial Services Inc.
Want to talk about your projects?
There's nothing like a good conversation to fully understand the scope of your needs and answer any questions you may have. You are already client and you have new goals or projects? It’s time to meet around a coffee.