Wealth Management Services
With over 70 years of experience serving business owners, entrepreneurs and organizations in the Niagara, Hamilton and Halton regions, Durward Jones Barkwell & Company LLP (DJB) Chartered Professional Accountants has become one of the Most Trusted Advisors to our clients. As their Most Trusted Advisor, many of our clients have approached us seeking advice about how best to manage their investment portfolios and achieve their financial goals. Due to this growing demand for financial planning and investment management from clients, DJB Wealth Management Inc. has entered into a relationship with the Independent Accountants’ Investment Counsel Inc. (IAIC). Our goal is to help our clients achieve success by providing professional, unbiased advice while acting with integrity and honesty, and always placing our clients’ best interests first.
IAIC primarily provides financial planning and investment management services to clients of independent accounting firms like DJB. With over 30 years of knowledge and experience, the IAIC team of dedicated professionals manages investment portfolios for families, individuals, private companies, estates, and trusts. Today, they have almost $1.6 billion in Assets Under Management. Through working with your Accountant, IAIC benefits from the longstanding relationship and familiarity your Accountant has with your personal and financial situation. This allows our integrated team of DJB Accountants and CERTIFIED FINANCIAL PLANNER™ professionals, along with IAIC’s team of Financial Planners and Portfolio Managers, to provide a comprehensive and customized wealth management service. Moreover, there is continuous interaction between all three disciplines (Financial Planning, Accounting & Investment Management), ensuring portfolios are truly customized and reflect the objectives and risk tolerance of each and every client. Through this integrated team approach, we develop customized financial planning and wealth management strategies for clients that reflect their goals, needs and priorities both now and in the future. All financial planning and portfolio management incorporates strategies that are tax efficient, diversified and based on independent research and analysis.
Our team of dedicated CERTIFIED FINANCIAL PLANNER™ professionals will work with you to achieve your goals and objectives. This may be in the form of a comprehensive financial plan or through modular planning: dealing only with specific areas of your planning. We will engage as much or as little as you need us to, in order to assist you with achieving your goals. Our Advisors will work in collaboration with your Accountant and the professionals at IAIC to provide you a wealth management service that is tailored to your needs.
Comprehensive Financial Planning
Our goal is to help you achieve success by providing professional, unbiased advice while acting with integrity and honesty, and always placing your best interests first. Our team of knowledgeable, experienced and trustworthy Advisors provides comprehensive and flexible financial planning services, tailored to your unique situation.
The DJB Wealth Management Inc. Comprehensive Financial Planning Process consists of the following four steps: