Integrated financial planning aligned with your goals, values, and the complexities of significant wealth.
Wealth planning at Dewdney & Co. begins with a conversation about what matters to you — not with a risk questionnaire. We follow the FP Canada financial planning framework, which means our process is comprehensive, sequential, and built to adapt as your life evolves.
We don’t manage money in isolation. We integrate investment strategy with tax planning, estate objectives, insurance needs, and retirement goals — so that every recommendation reinforces every other.
- What We Cover
- 01 Comprehensive financial plan development under the FP Canada standard
- 02 Cash flow management and net worth optimization
- 03 Investment policy statement development and portfolio strategy
- 04 Debt structure review and optimization
- 05 Education planning (RESP and beyond)
- 06 Coordination with your accountant, lawyer, and other advisors