Welcome to DeFrancesco & Associates Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.
We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years.
We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.
With an enhanced team-based approach that provides both local and national industry expertise, DeFrancesco & Associates Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
We have been working with DeFrancesco & Associates Private Wealth Management for over 20 years. Their team is passionate about what they do and they are experts in financial planning. They have taken a great deal of time over the years to get to know more about our finances than any other professional we know. You can tell they really care about us. Using their wisdom and detailed approach, we have a customized retirement plan that tells us what we can expect every month in retirement from CPP, OAS and our employer plans. They have also spent time with our children over the years to help us pass down our core values, financial wisdom, contributions and experiences to future generations. Knowing that our children will be taken care of by a team of knowledgeable and professional advisors provides us with a great sense of security.
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