Working to provide financial peace of mind with a customized plan

WORRIED ABOUT OUTLIVING YOUR MONEY?

Our advisors can help

Are you wondering how you’ll fund your retirement? You’ve built a successful career, but you don’t have a pension and you’re starting to question if your financial planning is effective. You want to feel confident you can cover your children’s education, an unexpected illness, or a sudden drop in the stock market. You’re asking yourself if you’re set up for success.

read about THE DELFINO GROUP DIFFERENCE

Paul Delfino

Senior Wealth Advisor & Portfolio Manager

Sharon Clewlow

Associate Wealth Advisor

Maureen O'Brien

Associate Wealth Advisor

Monika Stoicescu

Senior Wealth Advisor Associate

Experienced financial advisors candid conversations

Our 100 years of combined investment experience have shown us that your financial success starts with an honest conversation. That’s why we’ve developed a unique process called The Financial Peace of Mind Program™. In it we challenge you to consider what scares you, what excites you and what gives you confidence. Because here’s the thing: your emotions impact your financial decisions. Our personalized plan will help you manage those emotions so you can follow through on it.

It’s like having a personal CFO in your corner.

Client Testimonials

Test

Don't chase trends make plans

We believe financial performance is determined by investor behaviour, not product selection. Emotions have a significant impact on our investment decisions.

Trade your fear gain confidence

Our Financial Peace of Mind Program is a delegative process where we introduce you to key investment behaviour principles to ensure you have the right financial plan and the skills to stick to it.

Financial insights made accessible

The Delfino Report is your insight into investment principles and market trends which will enable you to continue growing as a wise investor.

After more than ten years of The Delfino Group guiding us … we feel confident our financial health during our retirement will continue to be robust and expertly managed.

Gord and Jackie