Services
About DeHaan Private Wealth
Working through an independent firm allows DeHaan Private Wealth to be unbiased in our investment offerings and products. We’re able to recommend the best products for our clients without the pressure of proprietary products. This is one of the main reasons Dustin decided to become an independent advisor as he feels that he can provide a better level of service because of the flexibility in offering non-proprietary products.
Who We Serve
Anyone who is motivated in improving their financial situation DeHaan Private Wealth is committed to helping. Our practice is based in Edmonton; however, with all of the advancements in technology it's easier than ever to work with clients remotely now. As we do have clients that we work with from British Columbia to Ontario.
How You're Protected
At DeHaan Private Wealth their dealer is Portfolio Strategies Corporation. Portfolio Strategies Corporation is a current member of the MFDA (Mutual Fund Dealers of Canada) Investor Protection Program. This ensures that client assets in the event of insolvency up to $1,000,000 per account. For more information on the MFDA, click the link below.
*Investments are not guaranteed against market volatility. For more information please visit: https://mfda.ca/
How We Help You
At DeHaan Private Wealth we realize that every client financial situation is different and that is why we tailor your financial plan towards your own unique situation. When creating our financial plans all of our clients can expect to go through the same process which includes:
Identifying your goals and objectives
Gather your financial information
Analyze your financial information
Develop the plan
Implement the plan
(clients will be able to view their plan through their own client portal)
Monitor and initiate adjustments as needed
Your plan will focus on the below areas and answer the following questions:
Retirement Planning
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Do I have enough money to retire?
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When can I retire?
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How do I withdraw my retirement assets in the most tax efficient way during retirement?
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Has my retirement plan been stress tested with a potential market crash occurring during my retirement years?
Investment Planning
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Are my assets invested in the right type of accounts for tax efficiency?
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Is your investment strategy taking into account what type of assets are in your spouse/common-law partner name currently and during retirement?
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How do I start investing?
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What am I paying for fees on my existing investments and is it worth it?
Estate & Insurance Planning
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How will my current assets be taxed on death?
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How can I protect my assets for the next generation?
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Will my surviving spouse and children be fine in the event of the unexpected?
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Am I over or under insured right now?
Corporate Investment Assets
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How do I structure my corporate investments for tax efficiency?
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How do I redeem my corporate investments during retirement with taking into account your income from your personal assets?
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How do I pass my corporate investments to the next generation?
Cash Flow Management
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Should I pay off my student loans, car loans, line of credit and mortgage faster or invest more?
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Should I be contributing more into Registered Retirement Saving Plan (RRSP), Tax Free Savings Account (TFSA), or Non-Registered accounts?
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Am I maximizing my possible tax deductions to get more in my pocket?