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Our purpose is to make a difference in the lives of our clients by providing them with exceptional and comprehensive wealth management advice. We nurture relationships based on integrity and trust, protecting our clients' financial interests, and helping them meet and exceed their goals... Significant wealth requires sophisticated, highly customized strategies. Dalton Investment Partners believes in building meaningful relationships with a limited number of clients, taking the time to learn and understand their family's most important priorities now and in the future. While significant wealth brings complex challenges, our experience, passion and perspectives can help our clients simplify their lives... Dalton Investment Partners' expertise is providing unparalleled focus on the investment needs of Partners at the leading global accounting firms. We understand the complexities of wealth management and Independence compliance for Partners in the Audit, Advisory and Accounting..

Primary location: Toronto