Working to provide financial peace of mind with custom, integrated wealth planning

WORRIED ABOUT OUTLIVING YOUR MONEY?

Our advisors can help

Are you wondering how you’ll fund your retirement and whether your financial plan is truly on track?
Our advisors can help.

You’ve worked hard to build a successful career, but without a pension, your future may feel uncertain. You want confidence that your financial planning strategy can support your long-term goals whether that’s saving for your children’s education, protecting your family from unexpected events, or navigating market volatility.

Based in Ottawa, The Delfino Group helps individuals and families create personalized wealth management and retirement planning strategies designed for real life.

Financial Peace of Mind ProgramTM


Total Wealth Solutions wheel 

Our Integrated Wealth Planning

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

Paul Delfino
Paul Delfino
Senior Wealth Advisor & Portfolio Manager
Sharon Clewlow
Sharon Clewlow
Associate Wealth Advisor
Maureen Obrien
Maureen O'Brien
Associate Wealth Advisor
Monika Stoicescu
Monika Stoicescu
Senior Wealth Advisor Associate
Melissa Delfino
Melissa Delfino
Associate Wealth Advisor

Experienced financial advisors

candid conversations

Our 100 years of combined investment experience have shown us that your financial success starts with an honest conversation. That’s why we’ve developed a unique process called The Financial Peace of Mind Program™. In it we challenge you to consider what scares you, what excites you and what gives you confidence. Because here’s the thing: your emotions impact your financial decisions. Our personalized plan will help you manage those emotions so you can follow through on it.

It’s like having a personal CFO in your corner.

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Don't chase trends make plans

We believe financial performance is determined by investor behaviour, not product selection. Emotions have a significant impact on our investment decisions.
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Trade your fear gain confidence

Our Financial Peace of Mind ProgramTM is a delegative process where we introduce you to key investment behaviour principles to ensure you have the right financial plan and the skills to stick to it.
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Financial insights made accessible

The Delfino Report is your insight into investment principles and market trends which will enable you to continue growing as a wise investor.
After more than ten years of The Delfino Group guiding us … we feel confident our financial health during our retirement will continue to be robust and expertly managed.
Gord and Jackie