The month of July saw a set of proposed tax changes announced by the Federal Minister of Canada which are potentially the most impactful and significant amendments since the large-scale tax reform of 1972.
At DPB, our business is about protecting your greatest asset – you – and planning for your financial future.
Whether you’re saving for a home, a dream vacation, or retirement, DPB has you covered.
Sometimes small changes can have a big impact. Here are 5 tips to help improve your financial future.
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.
If you are interested in creating a legacy at your death by making a charitable donation, you may wish to investigate using life insurance for that purpose. There are different ways you can structure life insurance for use in philanthropy.
An executor is an individual or institution that is named in a will whose duty is to distribute estate assets according to the testator’s wishes. Acting as an executor can be stressful and time consuming so it is a good idea for a testator to make his or her choice wisely, and for someone who is asked to be an executor to investigate and review exactly what the job entails.
I was feeling like I was behind everyone else. Now I’m on my way to a bright future!
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