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Skip to main content Make an introduction Book a meeting Client login menu Make an introduction Book a meeting Client login * About us * Who we help * What we do * Insights * Get in touch * Client centre * OUR PASSION IS SOLVING YOUR FINANCIAL COMPLEXITIES. Learn more WELCOME TO DEW, ASHRAF & ASSOCIATES PRIVATE WEALTH MANAGEMENT We are a team of financial professionals located in Pickering, Ontario, who are committed to guiding affluent Canadians toward their financial goals. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life. Learn more WHO WE HELP We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them. BUSINESS OWNERS AND ENTREPRENEURS EXECUTIVES HEALTH CARE PROFESSIONALS PRE-RETIREES AND RETIREES FAMILIES 1. 2. 3. 4. 5. Learn more WHAT WE DO Our team has over 55 years of combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters. RETIREMENT PLANNING -------------------------------------------------------------------------------- Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth. TAX PLANNING -------------------------------------------------------------------------------- Taxes impact every aspect of your financial life and tax-mitigation strategies are a critical part of sound financial planning. Our holistic approach integrates sophisticated tax-planning solutions to help you keep more of your wealth over the long term. ESTATE AND LEGACY PLANNING -------------------------------------------------------------------------------- We will help you make the most of your wealth today and for generations to come. Benefit from our expertise in customized estate planning, intergenerational wealth transfer, and strategic charitable giving. INVESTMENT PLANNING -------------------------------------------------------------------------------- Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities. INSURANCE PLANNING -------------------------------------------------------------------------------- Protect the lifestyle you’ve worked hard to achieve with the right insurance solutions. After a thorough insurance needs analysis, we will recommend a solution tailored to your needs. CHARITABLE GIVING -------------------------------------------------------------------------------- Enhance the impact of your charitable giving to the causes you and your family care about through a carefully constructed, tax-efficient giving plan. We help you integrate charitable giving as an important strategic component of your overall financial plan and explore timing strategies to ensure you are giving in the most effective way. BUSINESS SUCCESSION PLANNING -------------------------------------------------------------------------------- You have spent years building a successful business. When it’s time to transfer ownership, whether to a third party or a family member, we can help make sure it’s positioned for continued success, and that you will be able to unlock and benefit from the value you created. RETIREMENT PLANNING TAX PLANNING ESTATE AND LEGACY PLANNING INVESTMENT PLANNING INSURANCE PLANNING CHARITABLE GIVING BUSINESS SUCCESSION PLANNING 1. 2. 3. 4. 5. 6. 7. Learn more WHAT OUR CLIENTS SAY Adrian and his team have been helping us since 2007, and now that we are retired, we are confident in our retirement income plan that will take us through to the end of our lives. We continue to work with Adrian and his team now even though we are retired as we are now focusing on how to invest with peace of mind, how to reduce taxes on investment income and finally how to preserve and enhance our estate for our children. Adrian and his team have the skills and expertise to help wealthy families navigate the complex world of retirement, tax and estate planning. - Christine C. Adrian has been our IG Advisor for more than a decade, and over that time he has become more than just a financial advisor, a function he fills very well. Adrian has so much knowledge outside the core services he provides clients that when I require the services of a professional in a different field, Adrian always is able to make an introduction for me. He is always available either by mail or by phone and takes care of all our needs and questions with alacrity. Adrian is personable, friendly, approachable and one feels that he truly wants to help clients. We were introduced to Adrian by our then IG advisor, and we are very happy to have met him. We trust his judgment and advice and are very pleased with his handling of our assets. This will be a very long term relationship. - Marilyn A. My husband and I met Adrian in 2019 and decided to switch our investments over to IG. Adrian made us feel comfortable from the beginning which made the process stress free. Adrian has always made us feel like we are part of the process and has a way of making sure we understand our options in a respectful way. My husband and I are very happy with Adrian’s knowledge and the professional service he provides. We look forward to continuing this partnership for years to come. - Erin M. 1. 2. 3. WHAT'S YOUR PLAN? We can help you enjoy your wealth today as we help you prepare for the future. Meet now CONTACT Dew, Ashraf & Associates Private Wealth Management (416) 292-7229 dew.associates@igpwm.ca Investors Group Financial Services Inc. CONNECT Book a meeting LOCATION 300-1305 Pickering Parkway, Pickering, ON L1V 3P2 Conditions of Use | Privacy | Disclosures By continuing to browse this site you give consent for cookies to be used. To find out more or to set your own preferences please read our cookie policy. * Cookies Policy Cookie settingsContinue © 2023 Dew, Ashraf & Associates Private Wealth Management All rights reserved.