HYBRID WEALTH MANAGEMENT
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 WORLD-CLASS PARTNERSHIPS & ASSOCIATIONS
EVIDENCE-BASED INVESTMENT APPROACH
INTEGRATED PLANNING
EMERGING TECHNOLOGIES
WHITE GLOVE SUPPORT
Whenever you have a question or need additional guidance, we regularly support you and your family through every transition or challenge. We are here when you need us.
With the world changing faster than it has in a generation, we are always looking for the newest technologies to help deliver better returns, an improved client experience, and lower fees.
Your financial plan is intricate and has many moving parts that interact with one another. Making a small change to one piece could cause a significant shift in another. By having a clear picture of your whole financial situation, you can ensure that all the pieces work together.
For many, trying to beat the market is fun. However, we prefer to make money. Using an evidence-based approach to investing, we take advantage of what the market offers. The evidence shows that index-based investments typically produce superior long-term returns and keep fees low, so your investment dollars go further.
EVIDENCE-BASED INVESTMENT APPROACH
For many, trying to beat the market is fun. However, we prefer to make money. Using an evidence-based approach to investing, we take advantage of what the market offers. The evidence shows that passive investments typically produce superior long-term returns and keep fees low, so your investment dollars go further.
INTEGRATED PLANNING
Your financial plan is intricate and has many moving parts that interact with one another. Making a small change to one piece could cause a significant shift in another. By having a clear picture of your whole financial situation, you can ensure that all the pieces work together.
EMERGING TECHNOLOGIES
With the world changing faster than it has in a generation, we are always looking for the newest technologies to help deliver better returns, an improved client experience, and lower fees.
WHITE GLOVE SUPPORT
Whenever you have a question or need additional guidance, we support you, your family, and your business through every transition or challenge. We are here when you need us.
OUR INVESTMENT PHILOSOPHY
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
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.
FAQ
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.
STILL HAVE QUESTIONS?
There are many factors to consider when working with a wealth manager.
BUILD, PROTECT, MANAGE. LUXURY FINANCIAL SOLUTIONS MADE FOR YOU.