FINANCIAL CLARITY, ON YOUR TERMS

Make everyfinancial decisionwith confidence.

Investment, income, and tax planning for business owners and individuals who want more clarity from their money—and their life.

Start your fact find Next conversation See how planning connects

A financial advisor speaking with a couple in a bright office

CBC / Business headlines

The business stories worth watching.

Read CBC Business Stock market results

01Anthropic files for potentially biggest IPO ever, even as CEO warns of AI risks to humanity 02High Liner Foods to be bought by Umios in deal valued at $804M 03The Bank of Canada's inflation dilemma 04Loblaw CEO apologizes to 2 million shoppers for personal data hack, offers free credit monitoring 05Trump to swap some tariffs on Canadian goods amid midterm pressure

Headlines and stock market coverage from CBC News Business · Opens in a new tab

MARKET CONTEXT

Plan for the landscape, not the headline.

Interest rates shape borrowing, cash flow, and the income your investments can create. A connected plan helps you make clear decisions as the backdrop shifts.

A reference point for better conversations

Use the rate story as context—not a forecast—for decisions across your financial life.

Line chart showing the Bank of Canada interest rate rising from 2021 to a peak in 2023 and then declining through 2026 — Bank of Canada interest rateMarket context · Not investment advice

ONE CONNECTED STRATEGY

Every decision should move in the same direction.

We connect the parts of your financial life that are too often planned in isolation.

Investment planning

Build a portfolio around your purpose—not predictions—balancing opportunity with the risk you can live with.

Explore the strategy Confidential Client Portal

Income strategy

Create reliable, tax-aware income that supports your life today and remains ready for what comes next.

Explore the strategy

Tax planning

Align decisions across your business and personal finances to keep more of what you have worked to build.

Estate tax with CCPC shares calculator EY taxable income calculator

Built for business owners. Designed for real life.

A NOTE FROM DOVE

Your financial life deserves a clearer starting point.

Start here with a welcome from Dove Wealth Management—and a simple introduction to how we connect investment, income, and tax planning around what matters to you.

Welcome to Dove Wealth Management

A short introduction to our approach and how we can help you move forward with confidence.

A welcome from Dove

Dove Wealth Management · Our approach

DOVE CLARITY MEMBERSHIP

One membership. Three ways to begin.

Financial education for clearer decisions around investment, income, and tax planning.

Practical guides, checklists, and planning tools
A live group Q&A every month
Plain-language financial updates for members

14 days free · Pause or cancel any time

CHOOSE YOUR RHYTHM

Start free today.

All prices CAD

Weekly

Lowest commitment

14-day free trial, then billed every week

Monthly

Every 3 months

Best value · Save $9

14-day free trial, then billed every 3 months

$75

Your first charge is made after the free trial.

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