Your trusted partner for expert financial advice
Managing wealth with an eye toward the future demands vigilance and skill in today's global economy. Over the years, we've worked with clients to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure lasting security for the future.
We offer an array of personalized services, total wealth solutions and expert advice that can help in the pursuit of your financial goals. Whether you're currently in retirement, preparing for the next chapter in your life, or just starting out – our team will build a plan tailored to your individual needs and aspirations.
Who We Work With
Individuals & Families
Build, protect, and transfer your wealth with confidence, guided by experienced financial advisors. We help you support your children’s and grandchildren’s education and first-home purchases, prepare for retirement, and create comprehensive estate plans.
Family Businesses & Corporations
Specializing in the intricacies of being an entrepreneur at every stage, we collaborate with you to ensure your business flourishes while protecting its value, assets, and people.
Professionals
Explore a strategic method for managing your wealth, featuring robust planning and management with personalized, cost-effective solutions tailored specifically to your needs.
Information & insight
Registered Retirement Income Fund (RRIF) at a Glance
10 Ways Tax Planning Can Improve Your Life
The Value of Tax Planning
Starting 2026 with a bang
Ten Themes for 2026
Our 2026 Outlook is for a positive year, despite USMCA renegotiation uncertainty
Registered Education Savings Plan (RESP) at a Glance
Legacy in Action: Philanthropy, Planning & Purpose Across Generations
Federal budget sets the tone for more business investment in Canada
November is Financial Literacy Month
A Professional's Future
Deciphering Stock Market Moves in an Uncertain Economy
Gold and A.I. and rate cuts, oh my!
The Value of Charitable Giving
6 Steps to Meaningful Charitable Giving
5 Ways to Engage Your Family in Charitable Giving
Markets Continue to Climb as Interest Rates are Expected to Come Down
Why September Is the Right Time to Talk About Life Insurance
Client Story - Transferring Wealth to Future Generations
4 Ways Insurance Can Strengthen Your Estate Plan
4 Reasons to Review Your Insurance Regularly
Tariffs Continue to Dominate the Discussion While Markets Forge Ahead
Market Perspectives
Market Perspectives
Waiting for clarity on reciprocal tariffs and a Canada-U.S. trade/security deal
Gifting or Donating as an Attorney for Property*
The Value of Estate and Trust Planning
8 Steps to a Smoother Estate Transfer
A Conversation With Olympian & Canada’s Women’s Rugby Team Player Olivia Apps
Insights and Strategies
Raymond James Market Insights
Market Perspectives
Client Story - Building Wealth and Securing Your Family’s Future
The Caregiving Journey: Navigating Challenges and Finding Support
Whole Life Insurance
Insurance as Part of a Total Wealth Solutions Strategy
8 Reasons Insurance May Belong in Your Financial Plan
Raymond James Market Insights
Insights and Strategies
Market Perspectives
Navigating Market Uncertainty
5 Ways Financial Advisors Manage Volatility to Safeguard Your Investments at Raymond James
Market Perspectives
Market Perspectives
Market Perspectives
Raymond James Market Insights
Insights and Strategies
Client Story - Retirement in Focus
Supporting Our Clients Through the Trade Dispute
Financial Planning with Total Wealth Solutions
Raymond James Market Insights
Insights and Strategies
Celebrating International Women’s Day and Investing in the Future
Top 5 Reasons Why Estates Get Into Litigation – And How to Avoid Them
Insights and Strategies
Raymond James Market Insights
Using Trusts in Estate Planning
Claiming Capital Cost Allowance on Rental Properties
Market Perspectives
- Dalrymple Wealth Counsel
- 300 Town Centre Boulevard Suite 202 Markham, ON L3R 5Z6
- T: 416.502.9393
- Map & Directions
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