Wealth isn’t static. Neither is your life. Whether you’re building a business, planning for retirement, or safeguarding generational wealth, your financial strategy should evolve with you. At Dumitru Flanagan & Associates, we specialize in Victoria wealth management designed to anticipate opportunities, minimize tax burdens, and create a financial future that works for you, not the other way around.
Private wealth management for affluent Canadians
Your wealth is the foundation of your lifestyle, your family’s security, and your legacy. Our private wealth management services integrate investment planning, tax efficiency, and legacy strategies to ensure every financial decision supports your long-term goals.
Advice aligned to your life
Through a comprehensive financial planning approach, we will create tailored strategies that not only help you achieve your financial goals, but also help minimize your overall tax burden now and in the future.
Is your financial well-being on track?
Try our IG Living Plan Snapshot to find out. This straightforward online tool will help you assess if you are on track to meet your goals, based on key dimensions of your financial life. From optimizing your retirement, to preparing for the unexpected, answering a few questions pertaining to key planning areas will deliver a financial well-being score out of 100, and personalized recommendations to help you make improvements.