About Us

We have been helping our clients for over 25 years.

Our clients come first:

Peter Dickieson Wealth Management is a boutique financial services firm, based in Guelph. We have a 25-year track record of helping our clients build wealth, plan for the future and protect themselves against lifes unexpected events.

We focus on a single, coherent strategy:

We are experts in helping our clients develop a single, coherent investment and risk mitigation strategy.

Many of our clients come to us with investments spread across a number of banks and financial institutions (usually done in the name of “diversification”) and we help them consolidate these products into one strengthened, properly diversified portfolio – with one strategy.

Put your money to work:

A single, coherent strategy means your money can truly work for you, whatever your goals may be. Over 25 years, we’ve also developed a robust investment philosophy, and adhere to the idea that our clients should “pay themselves first.”

We offer a full range of services.

We are currently helping our clients to:

Developing effective risk management techniques to protect your family using life and disability insurance.
Planning for retirement using all registered retirement savings plans (RRSPs) and employee/employer funded pensions.
Saving to help assist with the cost of children or grandchildren’s education, or starting them on the path to financial independence.
Replacing a pay cheque at retirement with a steady stream of income (using Guaranteed Investment Certificates [GICs] and a range of other investment vehicles including Tax Free Savings Accounts (TFSAs).
Providing business owners and entrepreneurs with competitive group health and retirement savings plan benefits. Developing effective tax, estate planning and intergenerational wealth transfer.