125 Mary Street, Whitby, ON L1N 2P3View on Map »

About Us

We continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.

Donald Dasti, CFP®

  • Certified Financial Planner
  • Financial Advisor since 1982
  • Providing Life Insurance products since 1982
  • Mutual Funds provided through FundEX Investments Inc.
  • More than 25 years experience in Income Tax Preparation

I provide independent financial advice to ensure that every financial plan I prepare for a client is based on unbiased research.

I value a client's trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.

My primary goal is to ensure that all key aspects of each client's financial plan are addressed in a manner consistent with professional financial planning practices.

Combined with my dedication to my clients, my long term experience in financial planning allows me to provide unparalleled expertise when helping my client to increase their wealth, reduce their risks and lower their taxes.

Mutual Funds Provided Through FundEX Investments Inc.

Amelia Stern, Financial Advisor

I endeavour to have clear, transparent communications with my clients, as they prepare for the planned and unexpected events that occur during their lifetime.

It is important to me that my clients understand why they are investing, and in what they are investing, as they strive to reach their long-term goals.

I aspire to offer you first-class service, by listening to and understanding your needs, so that our partnership will help to identify the solutions that will keep your investments on track.

Financial strategies do not need to be a complex process; together we can make certain you are satisfied and comfortable with our investment options.

Mutual Funds Provided Through FundEX Investments Inc.