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Category: Life Stages

Can Probate be Avoided?

November 1, 2016blog, Estate Planning, Featured Articles, Life Insurance, Life Stages, Will PlanningFinancial Tech Tools

Executors often find that the probate process can be both time consuming and expensive.  Planning strategies exist that may eliminate or reduce the requirement of having assets probated.   What is probate? Probate is a legal procedure that validates a…

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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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Do You Fly South for the Winter?

November 19, 2013Life Stages, Lifestyle, Tax PlanningFinancial Tech Tools

What Snowbirds Need to Know About Residency Rules After another harsh winter, many Canadians dream of joining the large number of Snowbirds who make their way to the dry warmth of California, Arizona and Florida each winter season. If you…

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How Much Risk Can You Tolerate? Part 2 of 3

August 20, 2013Estate Planning, Life StagesFinancial Tech Tools

Last month we discussed how much risk you could tolerate depending on your life situation. This month we will consider other risks to which each of us are exposed: Market Risk: We all have experienced the effects of a volatile…

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How Much Risk Can You Tolerate? Part 1 of 3

July 22, 2013Estate Planning, Investing, Life StagesFinancial Tech Tools

Will Rogers, the American humorist, when talking about the investment schemes in North America at the time, said “I am less concerned with the return on my money, than I am with the return of my money”. Will was aware…

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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

  • Who Should Own My Life Insurance?
  • Stop Living Paycheque to Paycheque and Start Living
  • Extended COVID-19 Federal Emergency Benefits
  • Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients
  • 5 Top Financial Planning Strategies For Small Business Owners

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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