@DwhitesideCFP Profile picture

Dustin Whiteside CFP 🇨🇦

@DwhitesideCFP

Certified Financial Planner & Wealth Coach with a Focus on the Health of the Family Corporation & Protecting Assets for Future Generations.

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Is your wealth ready for the future? Most fortunes don't last without a plan. Consult with us today! Tailored strategies for the ultra-wealthy. Preserve your legacy, beyond assets, pass down values and vision. 📊✏️ amazon.ca/Becoming-Milli…

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Building wealth is just the first step; preparing your family to manage and grow it is where the real challenge lies. My coaching helps families become confident stewards of their legacy, ensuring your values and vision are carried forward. Let’s build that future!💼⚡️🖊️

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It’s not market downturns that deplete most family fortunes—it’s the absence of a clear, adaptable plan. Let’s change that story together. I’ll help you craft a strategy that keeps your wealth growing, no matter what life throws at you. Let’s ensure a lasting legacy.📔🖊️

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Picture a future where your family’s wealth doesn’t just survive but thrives, offering opportunities and security for generations. With the right planning, your impact can be felt long after you’re gone. I’ll guide you through every step to make that a reality. ✒️📜

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The best time to plan for your family’s future is yesterday, but the next best time is today. Thoughtful planning can prevent common mistakes that often lead to lost fortunes. Let’s secure what you’ve built so it benefits your family for generations to come. 🖋️🌿

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Building a legacy is like planting a tree: the earlier you start, the deeper the roots grow. Whether you’re just beginning or looking to strengthen your existing plan, I’m here to create a strategy that stands the test of time. Let’s ensure your hard work endures. 📚🌴

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Your legacy is so much more than money—it’s the values, lessons, and purpose you pass on. I can help craft a plan that not only preserves your wealth but prepares your children and grandchildren to continue your legacy with confidence. Let’s shape that future together. ✒️📜

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Maintaining wealth across generations isn’t about luck—it’s about having the right conversations and a clear plan. I help families align their goals and create sustainable strategies that last. Let’s start a discussion that turns your vision into a lasting reality. 🖋️🌿

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Think your wealth is secure? True security goes beyond just growth—it’s about planning for the unexpected. Together, we’ll build a strategy that keeps your family’s financial foundation solid through all of life’s ups and downs. Ready to safeguard your future? 💼🏦

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True wealth isn’t just about accumulating money; it’s about creating a lasting legacy. A well-crafted plan ensures that your values, vision, and resources continue to benefit future generations. Are you ready to build a legacy that lasts beyond your lifetime? Let’s connect. 📝📒

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Did you know that without a structured plan, most family fortunes are significantly reduced by the third generation? It’s not just about protecting assets, but about instilling a sense of stewardship and responsibility. Let’s build a plan that ensures your family’s prosperity…

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Taking a moment from the numbers and strategies at the serene Church and State Winery in Oliver, BC. 🍇🍷 Hey there, I’m Dustin! Born and raised in B.C. 🇨🇦navigating life with my better half, our two adorable dogs, and my background in finance from KPU. My passion? Empowering…

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Dustin Whiteside CFP 🇨🇦 Reposted

If you'd like to secure your signed copy, please send me a direct message. Let's connect, and I'll take care of the rest! Thank you for being part of this journey. Your support means the world. 🌍✨


Prime Day Deal Alert! My book Becoming a Millionaire by 40 is now 50% off until Thursday! This is the perfect time to grab your copy and take a step toward financial freedom. Don’t miss out on this limited-time offer Sale ends Thursday amazon.ca/dp/B0CPKY3991


Top 10, baby! 🥳📚 Let’s keep climbing!

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