About us
Guiding you to financial freedom
We are a team of advisors who have expertise in guiding businesses and families to financial freedom, security for the future and preparation for unexpected circumstances.
Our clients come to us because they want to know they are covered. We provide them with a strategy focused on their objectives and a realistic plan to support their business and personal financial goals.
Personalized service to support your needs, wants, and long-term goals
At Burnett Wealth, we are realistic. We understand today’s financial environment, and that businesses and individuals face unique challenges as they prepare for their future. We can help take the mystery out of preparing for today and tomorrow.
Whether you are investing to build wealth, protect your family, preserve your assets, or provide incentives to your employees, our personalized service supports your needs, wants, and long-term goals.
Standing behind Burnett wealth is a team of professionals with substantial experience in financial and insurance services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Our Story
It takes dedication, commitment, integrity, and hard work, as well as a strong vision, to pursue excellence. This dedication manifests itself in supporting individuals and businesses to thrive and succeed. It is this commitment and focus, along with a stellar team, that has made Burnett Wealth a significant player in the marketplace.
And it’s in large part due to the tenacity and drive of Dahlia Burnett, our CEO.
Dahlia Burnett is an experienced, independent professional who specializes in personal and corporate finance. By working personally with clients, she organizes finances, discovers investment opportunities, and ensures crucial financial security necessary for a comfortable retirement. With more than twenty years of experience in her field, Dahlia’s personalized consultations regarding financial decisions ensure the achievement of financial goals for anyone, regardless of previous financial standing.
Dahlia is a member of the Registered Deposit Brokers Association (RDBA) and the Financial Services Regulatory Authority (FSRA). She is highly qualified in the business, having her LLQP, Bachelor of Science, and currently working on her CLU. Dahlia is partnered with all the major financial companies and is committed to providing impeccable service to the clients that she services. It did not start there, however.
Dahlia is a self-made, successful woman entrepreneur.
Finding herself a single mother with two kids in tow, Dahlia started from scratch and worked very hard to provide for her family. As a new immigrant and a single woman, she overcame multiple barriers and faced many people who did not think she would make it. She never let that get in the way of her determination and goals, and she persevered, against all odds.
With respect, determination and humility in her approach, she has established a successful business that has proven, time and time again, to be credible, trusted and professional.
Dahlia’s ultimate goal is to help people like her who have to overcome all sorts of obstacles that stand in their way as they build their careers. She believes in giving back to the community and to offer help to those in need, including struggling women, those suffering with mental illness, children in danger of going down the wrong path.
Our Value Proposition and Brand Promise
At Burnett Wealth, we appreciate how hard people work to provide for their families and the commitment they have to succeed in life. We respect how businesses operate and the challenges they face, especially coming out of the pandemic. We understand how important it is to attract and retain the best talent.
We are dedicated to bringing value to our clients. With our integrated skill sets, we prepare effective financial and insurance strategies, plans and solutions to pave the way for financial success and protection for families and businesses.
At Burnett Wealth, we are serious about providing exceptional service, so we remain up to date on industry trends and new advancements in the marketplace. Our main objective is to support and advocate for our clients.
Whatever your situation, we have your interests at heart. That is what our brand stands for. And that is how we will partner with you in all aspects of our work.
How we work
We believe the best way to get results and protect your future is for us to start by listening to what your objectives are.
We ask you to share your goals, discuss your challenges and tell us what a realistic picture might look like for you, your family or your employees. We then can determine what services and strategies are most appropriate for you and why.
We can consolidate your investments in one statement i.e. managing your entire portfolio, even if you are not invested with Burnett Wealth. We can also provide statements as frequently as you need.
Everything we do is customized to create effective solutions that suit your needs.
What do we do that others don’t?
- We take the time to get to know you, we offer a personal touch, and we help to expand your knowledge so you can make an informed decision,
- Our goal here at Burnett Wealth is to ensure that all our clients receive first-rate service, as well as the time and attention they deserve. The client-advisor relationship does not end once you have received your coverage. We will be there to address any questions or concerns you may have at any point along the way
- We consider you our partners, therefore we have your best interests at heart
- Best of all, we provide options for you to consider, guiding you through each one, helping you understand the pros and cons of each
Your challenges, our solutions
| Your challenge | How I can help |
|---|---|
| You feel lost in planning your financial future and need a roadmap in order to move forward. | My approach begins by building relationships with our clients. In doing so I am able to create a custom roadmap and provide options that suit each individuals’ financial needs. |
| When it comes to money, you want to be proactive and you would like advice, but don’t know how or who to ask. | Being proactive with your finances can be daunting. My job is to provide guidance that you can trust, in order to ensure a solid financial future. |
| You like managing your money, but realize that your financial plan would benefit from an impartial and unemotional third-party opinion | At times finances can seem overwhelming. I take the time to explain the variety of financial options available without the pressure to buy. Among the services I offer, reviewing your financial strategy regularly is crucial. Financial situations change, and it’s important to discuss those changes and stay updated with clients. From the very beginning, I work with you, for you. |
| You do not like managing your money, but are concerned about your financial future, i.e. affording retirement. | Many people don’t like to think about money. That’s what I’m here for. I am committed to ensuring the successful financial future of my clients, by representing established and reputable companies, and getting you the best products and service. |
| You, like many other Canadians, are faced with financial pressure that can be overwhelming. Paying off student loans, taking a vacation, saving up for an engagement. These can add up, taking away some quality of life. | Financial pressure can be devastating, but there are options and solutions for every Canadian. Finding the right solution can often be difficult, however with my help, it can be easy to evaluate the risk and return potential. Building up a portfolio and staying knowledgeable about your financial standing is crucial to setting financial goals (i.e paying off loans). |