Port Dalhousie Financial
  • Estate Planning A necessary discussion


    It’s never too early to start your estate plan and have the conversation with your family. Read our Report that can help you prepare to have the talk today!

  • Your Future is In Good Hands


    Our goal is simply to help you live your dream - and we’ll do it with experience, passion and a commitment to an unrivalled client experience.

  • What is Your Retirement Plan?


    Take Control of Your Retirement Income is an eBook that outlines what to consider when it comes to determining how much income you will need in retirement.

  • Is Retirement closer than you Realized?


    If you plan to retire within the next 10 years, there are number of decision to be made today. We will create a practical approach to making your retirement dreams come alive.

  • rss icon

    Latest Blog Posts

    Get Fiscally Fit for 2014

    1 January, 2014

    Along with physical fitness, fiscal fitness and financial planning tend to figure prominently on people’s New Year’s... More »

    Cure Retirement Anxiety

    23 December, 2013

    Over and over again every study I read about retirement says no one is saving enough for retirement. I’ve all heard this message... More »

    Get to know more about our team!

     Dwight Alguire, MBA CFP®
    Certified Financial Planner

    Bill Brewer, CFP®
    Certified Financial Planner

    Brian Eckhardt
    Financial Advisor

    Jennifer Toohey
    Administrative Assistant
    Bringing over 60 years of combined experience, our team provides the sound, reliable financial advice necessary to help you achieve financial independence and peace of mind.
    Port Dalhousie Financial

    Our clients know they can rely on:

    • a defined, consistent approach to financial planning 
    • a committment to a long term relationship
    • a clear & transparent map to execute your financial plan
    But it all starts by defining your dreams. And once we’ve determined what financial independence means to you, we can begin putting our services to work and ensure you realize everything you hoped to in life!
    "To invest successfully over a lifetime does not require stratospheric IQ, unusual business insight, or inside information. What’s needed is a sound intellectual framework for decisions and the ability to keep emotions from corroding that framework." - Warren Buffet