Welcome to Desrochers & Associates Private Wealth Management
We are a team of financial professionals giving confidence to Canadians by simplifying their lives and making their financial security our top priority.
We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.
A key to your financial well-being is our ability to engage the right experts to meet those needs so you can benefit from as many financial opportunities as possible.
Who we help
Our team focuses primarily on the needs of business owners and entrepreneurs, healthcare professionals and agriculture and farming families. We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 20 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Retirement planning
Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth.
What our clients say
As business owners, we had a great relationship with our bank, accountant and lawyer but always felt that there was something missing. They operated separately and expected us to pull it all together and it was very challenging until we were referred to Dave. He was able to bring everything together and create one cohesive picture; like a map showing us where we were heading. Dave worked closely with our accounting and legal teams to explain and recommend strategies that were in line with our values and goals. Most importantly he followed up to ensure that we implemented these recommendations.
We have since sold our business and retired; however, Dave and his team continue looking out for us, providing updates and reviewing our plans regularly to ensure that everything stays on track. They provide a thorough review every year and always take the time to make sure we understand what we are doing and why it makes sense.
We very much appreciate their honesty, transparency and responsiveness to any questions. We have always felt that Dave and his team understand and care about us, and always have our best interests at the heart of everything they do.
Martin
We have been working with Dave for nearly 20 years. Dave has successfully helped us save for our children’s education and our retirement. Throughout the years, Dave has always clearly explained to us how much money we had to invest to meet our long term retirement and savings goals and encouraged us to invest to meet these goals. Without Dave’s advice and guidance we don’t believe we would have achieved our financial goals
Dean & Stacey