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Wealth Management Services

Since 1993, The Giordano & Dri Group of investment professionals has provided customized wealth solutions. These range from sound investment and insurance advice to strategic tax and estate planning, for clients who expect superior customer service, personal attention, and financial results. We work with our clients to create and execute a highly personalized wealth management plan that encompasses the following:

  • Retirement
  • Insurance
  • Tax
  • Estate Planning
  • Business Succession Planning Strategies

As one of the most successful investment teams within ScotiaMcLeod, we have the full resources to deliver the broadest and highest level of investment advice specifically focused on the needs of the affluent client.

Our clients typically come to us for our conservative investment approach, which focuses on preserving capital, generating income, and delivering steady long-term growth. For this reason, we adhere to an investment approach whose primary focus is on providing clients with a sustainable, and reliable solution, while increasing income for the long-term and preserving capital. Our Mission Statement defines who we are, and affirms our commitment to always act in our clients’ best interests.

What makes us unique is that we have created an exclusive investment process that continually identifies the best income-growing companies meeting our rigid investment screens. We refer to this investment process as The Dividend Growth Way- Creating Wealth with Income Growth.

For more information or to schedule a consultation, please contact us today.