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Category: Retirement Planning

Exempt Test Legislation

April 28, 2016blog, Corporate Insurance, Life Insurance, Retirement Planning, RRSPFinancial Tech Tools

Significant changes to life insurance will be made, please get in touch with us so we can see how the changes affect your situation.

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Federal Budget 2016

April 7, 2016- RRIF, blog, Investing, Retirement Planning, RRSPFinancial Tech Tools

The Honourable Bill Morneau, Minister of Finance, recently announced the federal budget for Canada for 2016. We’ve put together an infographic to outline the highlights of the federal budget and what it means for families, retirees and business owners.

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Juvenile Critical Illness with Return of Premium (Sunlife)

April 3, 2016- RRIF, Retirement Planning, RRSPFinancial Tech Tools

Protection if you need it. A refund if you don’t. Critical Illness Insurance – Not Just for Adults Most of us have experienced or known someone whose family has been greatly impacted by a parent being diagnosed with a life-threatening…

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Ontario Budget 2016

March 7, 2016- RRIF, blog, Investing, Retirement Planning, RRSPFinancial Tech Tools

Finance Minister Charles Sousa recently announced the budget for Ontario for 2016. We’ve put together an infographic to outline the highlights of the Ontario Budget.

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TFSA or RRSP?

February 1, 2016- RRIF, blog, Investing, Retirement Planning, RRSPFinancial Tech Tools

RRSP or TFSA? What’s the difference? With the RRSP deadline around the corner, we’re here to help you figure out where you should invest. 

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TFSA or RRSP?

February 10, 2015Investing, Retirement Planning, RRSP, TFSAFinancial Tech Tools

One of the most common investment questions Canadians ask themselves today is, “Which is better, TFSA or RRSP”? Here’s the good news – it doesn’t have to be an either or choice.  Why not do both? Below are the features…

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Got an RSP and Turning 71?

December 17, 2013- RRIF, Life Stages, Retirement PlanningFinancial Tech Tools

If you have been accumulating wealth in a Registered Savings Plan and are turning 71 this year or next, you should be aware of the decisions you have to make. The Income Tax Act says that you have to terminate…

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Recent Posts

  • Impact of Recent Events On Your Estate Plan
  • Government of Canada to allow up to $400 for home office expenses
  • Highlights of the 2020 Federal Fall Economic Statement | Additional $20,000 CEBA loan available now
  • How Many Wills Do I Need?
  • Applications for the new Canada Emergency Rent Subsidy starts today!

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Contact Us

DPB Insurance and Financial Services

305 Lakeshore Road E, Suite 3
Oakville, ON
L6J 1J3
Phone: 905.829.3019
Toll free: 1.866.811.2711
Fax: 905.829.3088
Email: denis@dpbinsurance.com

Recent Articles

  • Impact of Recent Events On Your Estate Plan
  • Government of Canada to allow up to $400 for home office expenses
  • Highlights of the 2020 Federal Fall Economic Statement | Additional $20,000 CEBA loan available now
  • How Many Wills Do I Need?
  • Applications for the new Canada Emergency Rent Subsidy starts today!

About

Established in 1992, our boutique style company is based on the relationships we form with you-our clients. With your input, we can create your very own customized products. Insurance can be a very daunting task, that’s why we work on your behalf to find the best insurance plan and financial options. At DPB we believe that our success lies in meeting and anticipating our clients’ needs while providing financial security and peace of mind in knowing that no matter what happens, you and your loved ones will be taken care of.
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