How can I protect myself and my family
from the unexpected?

Do we have enough to sustain
our current lifestyle in retirement?

Am I paying more in taxes
than I should be?

The answers you want begin with
conversations
we should have

Many questions arise as your life evolves and milestones approach. The daily news headlines may complicate your decision making even further. Do you have someone that you can count on for realistic financial guidance that is relevant to your situation?

Our clients rely on us as they make some of life’s most important decisions and we take this responsibility seriously. We have more than 50 years of cumulative experience among our investment advisors.

We help our clients clarify their goals and we work closely with them to develop a realistic plan to achieve them. We empower our clients to feel confident about their future by helping them set meaningful financial milestones along the way.

The investment team at Dorey Wealth Management Group has helped a wide range of successful individuals throughout Canada and the U.S. Let us help you take control of your family’s future today, please contact us to arrange a confidential meeting.

  • FINANCIAL PERSPECTIVE AND WISDOM

    We have more than 50 years of cumulative experience among our investment advisors

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  • A HIGH LEVEL OF PERSONAL SERVICE

    Attentive to the needs of our clients, we are here to help

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  • THE STRENGTH OF RAYMOND JAMES

    Affiliated with one of the largest independent financial services firms in America

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Meet
Our Team

A collaborative team of experienced financial professionals fully prepared to offer insightful financial guidance to you and your family.

Learn more
Dorey Team