Get in Touch
Ready to take control of your financial future? Contact us today to schedule a consultation and discover how we can help you achieve your goals.
Since 2005 we have been proudly serving businesses and communities in Toronto and west of the city, including Etobicoke, York, North York, Old Toronto, Mississauga, Brampton, Oakville and the entire Niagara Golden Horseshoe region.
Contact us today and we will be happy to answer your questions.
Send Us a Message
155 Rexdale Blvd., Suite 406
Etobicoke, Ontario M9W 5Z8
Why Contact Us?
- ✓Free initial consultation to discuss your financial goals
- ✓Personalized financial strategies tailored to your needs
- ✓Expert guidance from experienced financial professionals
- ✓Flexible meeting options: in-person, phone, or virtual
Frequently Asked Questions
Common questions about working with us
How much does a consultation cost?+
Your first consultation is completely free. We'll discuss your financial situation and goals to determine how we can best help you.
What should I bring to my first meeting?+
Bring any relevant financial documents such as investment statements, retirement accounts, insurance policies, and tax returns. Don't worry if you don't have everything—we can work with what you have.
Do you offer virtual consultations?+
Yes! We offer in-person, phone, and video consultations to accommodate your schedule and preferences.
Phone
416-880-0741
danilo.lupo@dfsin.ca
Address
155 Rexdale Blvd., Suite 406
Etobicoke, Ontario M9W 5Z8
Business Hours
Mon – Fri 8:00am to 6pm