Our clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise.
Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
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.
What we love about working with DeFrancesco & Associates Private Wealth Management is that they do more than what is expected of them. Whenever we need to make a major financial decision, we always reach out to them for their expert guidance and they are always quick to respond. When reviewing our tax return, they noticed a few deductions that were not claimed that helped us save thousands of dollars. We really appreciate everything they do for us including these small things that make a big difference. Over the years, they have helped us put together a world class financial plan that details our net worth, wills, insurance plans, our monthly expenses and guidance that our executors would need to settle our estate. We have recommended Peter and his team to our friends and family with confidence knowing they will be in good hands.
We are very fortunate to be looked after by the DeFrancesco & Associates Private Wealth Management team. They know everything about our wealth and they are able to give us expert advice on any questions we have related to our investments, our insurance, our retirement and any vehicle purchases we need to make. When CRA had some questions about our tax return, they contacted them for us and they gave them everything they needed without us having to do one thing. They have saved us countless hours over the years and we really appreciate the wisdom they provide to our family. Their team meets with us regularly to discuss and update our financial plan as our goals change. We have no hesitation in referring Peter and his team to friends who attach great importance to having a financial expert in their corner.