Stephen Dupuis Wealth Management
Our Investment Approach is Guided by Four Wealth Pillars:
Build net worth | Protect what matters | Implement tax-efficient strategies | Leave a legacy
At Stephen Dupuis Wealth Management, we don’t chase fleeting market trends or investment fads. Instead, we adhere to our time-tested principles, aiming for consistent, strong results over the long term while managing risk. We appreciate the hard work that goes into building the wealth our clients have entrusted to us, for this reason we are committed to both growing and protecting client's wealth and helping ensure that their financial future remains secure.
Our Business is Based on Discretion and Four Core Principles:
Rational and disciplined long-term thinking about investments
Establishing a comprehensive, high-quality portfolio tailored to each client
Choosing investments that offer the potential for growth and quality
Helping to preserve capital by investing with a margin of safety
Our Services
Tailored Solutions
We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.
Transfer your wealth tax-efficiently and according to your wishes with an estate plan.
TD Wealth Specialists work with your family and, when required, tax and legal advisors, to answer questions about:
• Wills, trusts, and estates
• Executor and trustee services
• Strategies to balance your priorities and charitable goals
Creating Your Financial Well Being
The time you commit to balancing your career, family and finances can be challenging. Let us help by working with you to meet your financial goals and priorities.
Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.
Estimating what you will need during retirement will involve a blend of personal reflection and number-crunching. If you’re between five to ten years away from retirement, now is the time to sit down with us and review your planning. We can help you estimate your spending and withdrawal patterns over the span of your retirement as well as facilitate your switch from asset accumulation to asset utilization, if applicable. It’s important to look at constructing a flexible, tax-efficient cash flow to pay your fixed expenses, while having a clear sense of your discretionary spending.
Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.
A wealth strategy that changes as you do
As your needs evolve, so will the services and solutions we can provide. We'll be in touch with you on an ongoing basis to provide you with advice and information relevant to your unique financial journey. And when you need advice, we'll be there with the breadth of our expertise and the personalized attention you deserve.
