Wealth Management For Businesses Dorval

Dimitri Lappos - Wealth Management is a leading provider of wealth management for businesses in Dorval. Our Asset Consolidation service helps Canadians consolidate their investment accounts from different institutions into one diversified portfolio, providing objective and verifiable advice all under one roof.

At Dimitri Lappos - Wealth Management, we offer a precise and unbiased approach to investing. Our team of licensed advisors has access to a wide range of investment products, including individual stocks, bonds, mutual funds, and GICs. We believe in a fully integrated approach to wealth management, offering services in investments, retirement income, and estate planning.

Our personalized approach sets us apart from the rest. Dimitri Lappos oversees the process from start to finish to ensure that the advice given is tailor-made to fit your unique financial needs. We understand that each individual is different, and we work closely with our clients to provide the best solutions for them. Our team of professionals is always available to help, and we pride ourselves on providing a full-service approach to wealth management for businesses in Dorval.

With one single point of contact, you can get fast, simple, and effective advice on all your financial needs

We are committed to providing stability, objectivity, and full service to all our clients. If you're looking for a reliable and experienced partner for your business's wealth management needs in Dorval, look no further than Dimitri Lappos - Wealth Management.