At Dentro Financial, we understand and acknowledge that your life, business, and family are unique. No one else understands the successes you have had or the challenges you have overcome. To ensure you achieve your most important goals, we work to help you create, protect, and manage your wealth.
At Dentro Financial, we understand and acknowledge that your life, business, and family are unique. No one else understands the successes you have had or the challenges you have overcome. To ensure you achieve your most important goals, we work to help you create, protect, and manage your wealth.
WHO WE ARE
Dentro Financial is a boutique wealth management firm that leverages industry-leading asset management partnerships and world-class strategic planning. Being a boutique firm makes us nimble and allows us to adapt and seize opportunities quickly. Being an independent company enables us to choose the best partners for you. Our approach to wealth management is designed to help you focus your energy on the things you value most. Your business and your family.
WHO WE ARE
Dentro Financial is a boutique wealth management firm that leverages industry-leading asset management partnerships and world-class strategic planning. Being a boutique firm makes us nimble and allows us to adapt and seize opportunities quickly. Being an independent company enables us to choose the best partners for you. Our approach to wealth management is designed to help you focus your energy on the things you value most. Your business and your family.
Our team has come together from varying backgrounds, including finance, law, and computer science. We are all passionate about the importance of personal finance and the process of helping you seize the most from the opportunities you have created.
CFP, Managing Director
After completing his undergraduate degree, Andre began his career working for several of the country’s largest asset management companies in Canada. During that time, he completed his Certified Financial Planner (CFP) designation and now specializes in working with business owners and Canadian families.
Wills & Estate Advisor
Before founding The Perera Law Group, Udani worked as a litigator for a boutique law firm located on Bay Street. Her expertise also includes estate planning, wills, corporate, real estate, and immigration law. Udani completed her Juris Doctor at Queen’s University and her undergraduate degree at York University.
Our investment philosophy utilizes an evidence-based (indexing) approach backed by decades of market data. We employ a data-driven investment strategy based on the understanding that chasing returns most often results in reduced investor performance. Since stock market returns have traditionally been strong, an approach that captures the opportunity within the market reduces fees, increases consistency, and, in most cases, improves your long-term returns. We believe so much in this philosophy that we invest our money alongside our clients.
Our investment philosophy utilizes an evidence-based (indexing) approach backed by decades of market data. We employ a data-driven investment strategy based on the understanding that chasing returns most often results in reduced investor performance. Since stock market returns have traditionally been strong, an approach that captures the opportunity within the market reduces fees, increases consistency, and, in most cases, improves your long-term returns. We believe so much in this philosophy that we invest our money alongside our clients.
WHY CHOOSE DENTRO FINANCIAL INSTEAD OF MY BANK’S ADVISORS?
We do more than manage your investments. We advise you on your financial picture and ensure you build and manage your wealth effectively. We select top asset management firms to maximize your investment potential and help you reach your goals.
WHAT MAKES DENTRO FINANCIAL DIFFERENT?
Dentro Financial is dedicated to evidence-based advice built on years of research and experience and only works with clients committed to reaching their goals.
HOW DO I GET STARTED?
To qualify for an initial review, you need to either have received an invite from a member of the Dentro Financial team or a referral from a partner company or an existing client. Once you receive an invite, we will schedule a time to ensure the fit. If it is a good fit, we will have additional in-depth discussions to determine our next steps together.
IS THERE A COST FOR COMPLETING AN INITIAL REVIEW?
No. Consider the initial review an opportunity to ensure we are a good fit.
CAN I VERIFY YOUR CREDENTIALS?
Yes! Visit either Alberta Insurance Council or FP Canada and search for “Andre DeGagne”.
CAN YOU SERVE OUT OF TOWN CLIENTS?
Yes, provided the client is a Canadian resident, meets our criteria, and is willing to work with us remotely.
There are many factors to consider when working with a wealth manager.
BUILD, PROTECT, MANAGE. WEALTH MANAGEMENT MADE FOR YOU.
