DPB Insurance & Financial Services

Insuring Tomorrow, Today.

At DPB, our business is about protecting your greatest asset – you – and planning for your financial future.

At DPB Insurance and Financial Services, we help pre-retirees feel secure about their future. We take the time to review your current finances, including your TFSA, RRSP, non-registered funds and all your investments and determine if you’re on track to retire confidently.

Allow us to help build your
financial future.

Readiness for Retirement

Planning for Uncertainty

Protecting Your Money

Business On Your Terms

Meet Denis Bugeja

When approaching retirement, most people are worried that they don’t have enough money saved for their retirement years. This can make them feel uncertain and concerned for their future.

At DPB Insurance and Financial Services, we help pre-retirees feel secure about their future. We take the time to review your current finances, including your TFSA, RRSP, non-registered funds and all your investments and determine if you’re on track to retire confidently. We also introduce different financial strategies to help supplement your retirement income, such as using your life insurance to fund retirement. One of the benefits of a permanent life insurance policy is the ability to accrue
cash value. As the cash value grows, you can withdraw or borrow against this amount as a source of income in retirement.

For over 30 years, we’ve been helping clients retire with peace of mind and confidence, knowing they have enough to enjoy their retirement years. Talk to us today.

 

“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.”

Denis Bugeja

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