Dri Financial Group

Live well, Stay rich, Never retire

MINIMIZE TAX, INVEST SMARTER, RETIRE IN YOUR BUSINESS

The Dri Financial Group motivates entrepreneurs and their families in Toronto to enhance their financial life.

Our unique team of experienced entrepreneurs, our personalized financial planning tools and our proprietary investment strategies are the cornerstones of our program’s success.

As Chartered Investment Managers, we have the obligation to act in our client’s best interest, always. No commissions, no referral fees, no hidden fees, period. The only compensation we receive is paid by our clients and is 100% transparent. The CERTIFIED FINANCIAL PLANNER™ designation is a formal recognition of our knowledge in areas of wealth planning, tax-efficient strategies, insurance, estate planning and retirement. We tailor our approach to the unique requirements of business owners and incorporated professionals.

Location: 95 St Clair Ave W Suite 1400, Toronto, ON M4V 1N6, Canada

Directions from these locations: Casa Loma , Ontario Science Center , The Eglinton Grand

How do I know if I’m a good fit?

We offer great value when we focus on complex situations for entrepreneurs and incorporated professionals (like doctors, veterinarians, chiropractors, dentists, accountants, lawyers). We combine our expertise with those of Scotia Wealth Management’s in-house specialists (estate, insurance or family business specialists) to produce a comprehensive and customized total wealth plan.

OUR TYPICAL CLIENT CRITERIA

• Business owners, incorporated professionals and commission salespeople;
• Individuals who are between the ages of 30 and 60 and are determined to keep working on their business until circumstances force them to exit;
• Couples earning an annual family income of $250,000 or an individual earning $125,000;
• People who want to delegate all of their wealth planning and investment management decisions to a team of specialists so they can spend their own time and energy working on their super powers.

Dri Financial Group Offers Investment Management Services In Toronto, ON

The Wealth Navigator Process In Toronto

The Dri Financial Group calls their unique process “The Wealth Navigator Process”. We will explain exactly how the team can help before you pay us a single dollar. At the end of the second meeting, you will have the answers to your three biggest wealth questions. It all starts with a 15 minute call with team leader Richard Dri.

Investment Management Case Study In Toronto

We connected John and Mary with Scotia Wealth Management’s Private Banker to evaluate how they could access capital to continue investing in their business. The Private Banker helped them establish a simple and convenient line of credit, secured against their investment portfolio. Using the Total Wealth Credit Solution™, they can access funds easily to support the growth of their business without negatively impacting their investment management strategy.

Wealth Planning Case Study In Toronto

Michael and Adele wanted an wealth planning strategy that would enable them to achieve financial independence in 15 years. We helped set up a monthly savings plan that will generate the funds to make that dream possible. We then established an evidence-based investment portfolio that reflects their long-term objectives and risk appetite.

Financial Planning Case Study In Toronto

Tara is concerned that she doesn’t have a suitable financial planning or know how to handle her investments. She also worries about how to protect herself from the possibility that if she were to become disabled and unable to work, she could be financially ruined. The team at Dri Financial Group worked with Tara to put all of the financial and legal structures in place so she has confidence that she will be able to Live Well, Stay Rich and Never Retire.

Call Our Best Financial Advisor Today!

We are committed to exceptional client service.

A 15-minute phone call will give us (you and I) a chance to make sure your financial situation matches our specific expertise. If we are not the right wealth advisors, we will do our best to recommend other advisors who may be able to assist.

Call us today at (877) 355-6340

Or email Richard at richard.dri@scotiawealth.com