Peter Dickieson Wealth Management

For over 25 years, Peter Dickieson Wealth Management has been helping individuals and families in Guelph and beyond achieve their financial goals. As a boutique financial services firm, we prioritize personalized attention, fostering strong client relationships to enable you to make informed financial decisions.

Our Values

Our core values guide us in delivering exceptional client experiences:

• Client-Centricity: We prioritize your needs, goals, and risk tolerance to tailor our strategies.
• Transparency & Integrity: We maintain open communication and disclose all fees and potential conflicts of interest.
• Personalized Strategies: We develop customized investment and risk management plans based on your unique circumstances.
• Long-Term Perspective: We focus on building sustainable wealth and securing your financial future.

Our Services

We offer a comprehensive range of services to address all aspects of your financial well-being:

Wealth Management

• Retirement planning and optimization
• Investment portfolio management
• Risk management and insurance solutions
• Tax planning and optimization
• Estate planning and wealth transfer

Retirement Planning

• Maximizing contributions to RRSPs and other retirement plans
• Planning for post-retirement income security
• Exploring defined benefit plans
• Coordinating with employers for optimal plans

Financial & Estate Planning

• Developing comprehensive estate plans
• Implementing life insurance and disability insurance coverage
• Succession planning and wealth transfer strategies

Investment & Risk Management

• Reviewing current financial portfolio and identifying potential risks
• Developing tailored risk management strategies
• Implementing defensive measures to safeguard your wealth
• Regular review and optimization of your financial plans

Business Planning

• Group health and retirement plans for businesses
• Retirement savings plans tailored to your workforce
• Competitive benefits packages to attract and retain talent

Our Team

Our experienced team of professionals is dedicated to providing personalized and attentive service. We are passionate about empowering you to achieve financial security and peace of mind.