A recognized leader in wealth management, Dustin Mann has been advising high-net-worth individuals, families, corporations, charitable foundations, endowment funds, and institutional investors since 2007. Dustin leads a practice built on the foundations of risk mitigation and delivering prudent strategies focused on wealth accumulation and ensuring your wealth is preserved and passed down to future generations.

With his innovative ideas and comprehensive approach, Dustin’s scope of work extends well beyond portfolio management. Dustin collaborates with industry experts in both Canada and the United States, working closely with his clients on all their financial matters including private and public investment opportunities, cash flow management, retirement income optimization strategies, tax minimization strategies, retirement planning, wills and estate planning, business succession advice, philanthropy, and legacy planning.  
 
Unlike most advisors, Dustin focuses on helping his clients maximize their after-tax returns by designing tax-efficient investment portfolios, which could have a significant impact on a client’s wealth preservation over time. Dustin understands the tax bill is often the biggest expense in a portfolio, and at the highest level of tax, every dollar saved is equivalent to more than two dollars earned. He believes, “It’s not about how much money you make. It’s about how much money you keep.”

Dustin has obtained his Options and Derivatives license. Dustin is dual-licensed in Canada and the United States to help capture the opportunities and navigate the challenges associated with cross-border wealth management.