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Welcome to DPB Insurance and Financial Services

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.

Allow us to help build your financial future.

Protect

Life Insurance
Critical Illness
Disability
Group Benefits

Plan

Wealth Management
RRSP Planning
RESP Planning

Request a Quote

Click here to complete a quote request and we will be in touch to help you find the best solution for your needs.

5 Tips to Improve your Financial Future

Sometimes small changes can have a big impact. Here are 5 tips to help improve your financial future.

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Celebrating 30 years

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.

Learn more

Latest News from Denis Bugeja

Is it Time for Your Insurance Audit?

August 1, 2022Denis Bugeja

Has it been awhile since you last looked at your insurance portfolio?

Are you a little vague in your recollection of all the coverage you have and why you have it?

Are you uncertain as to whether or not your portfolio reflects your current situation?

Just like going to the dentist for regular checkups is a necessary evil, reviewing your financial plan and products on a regular basis is also recommended. Circumstances can change over time and making sure your protection is keeping pace is a worthwhile exercise.

Read More

Estate Planning for Blended Families

July 6, 2022Denis Bugeja

In today’s family, it is not unusual for spouses to enter a marriage with children from previous relationships. Parents work hard at getting these children to functionally blend together to create a happy family environment. Often overlooked is what happens on the death of one of the parents. In most cases, special consideration for estate planning is needed to avoid relationship loss and possibly legal action.

Typically spouses leave everything to each other and when the surviving spouse dies, the remainder is divided amongst the children. The problem? Even with the best of intentions, there is no guarantee that the surviving spouse will not remarry and inadvertently disinherit the deceased’s children.

Read More

A Lifetime Gift for Your Grandchildren The Cascading Life Insurance Strategy

June 1, 2022Denis Bugeja

If you are a grandparent wishing to provide an asset for your grandchildren without compromising your own financial security, you may want to consider an estate planning application known as Cascading Life Insurance.

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Working with Denis

I was feeling like I was behind everyone else. Now I’m on my way to a bright future!

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

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  • Is it Time for Your Insurance Audit?
  • Estate Planning for Blended Families
  • A Lifetime Gift for Your Grandchildren The Cascading Life Insurance Strategy
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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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