Wealth Management

professional wealth management services from MDP accounting firm in Mississauga, Oakville, Burlington, Hamilton, and Toronto
MDP provides wealth management services that address the needs of high net worth, affluent and institutional clients through a full range of tailored solutions. Our focus includes wealth accumulation and protection of wealth, retirement planning, portfolio management, and real estate investments.

Our professionals help clients plan and develop integrated, comprehensive financial strategies that anticipate future challenges to their financial security. We leverage sustainable wealth management tactics to work towards your long-term goals.

Wealth Management Services

  • RRSP investment and portfolio analysis
  • Non-registered investment portfolio review
  • Insurance reviews and analysis
  • Net worth monitoring
  • Strategic investment reviews

MDP utilizes state-of-the-art strategies and tools to maximize financial resources.  We strive to provide the confidence that clients know they will be well taken care of, and that they have a partner in their success!


You have questions. We have answers.
Request a free, no-obligation consultation today.