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Plan

A dream is only a wish without a proper plan in place. Begin planning for your secure financial future today and make your dreams a reality tomorrow.

We’re here to help you make that happen.

Wealth Management

Our realistic approach to financial planning enables you to prepare for the future without sacrificing the lifestyle you want to enjoy today.
Whether you’re saving for your first home, a dream vacation, an investment property, retirement, your children’s education, or just a rainy day, DPB can help you achieve your goals.

Retirement Planning

Retirement is a major life event. Whether it’s still in the distant future, or looming ever closer, careful planning is required. Let’s look at your dreams for retirement and work together to make them a reality.

Education Savings Planning

RESP’s are a valuable tool to make your child’s future brighter. It’s never too early to start planning to fund your child’s education. Make sure that they can take full advantage of the opportunities available to them as they prepare for their future careers.

Latest Planning News from DPB Insurance

Can Probate be Avoided?

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…

The Clock is Ticking

Don’t Put Off Your Decision to Buy Life Insurance 2016 is an opportune year to buy life insurance. New laws affecting the taxation of life insurance come into effect on January 1, 2017. After this date new policies will not…

Does your Business Qualify for the Small Business Gains Exemption?

As a business owner, you may be aware that when you dispose of shares in your business you could receive an exemption on all or a portion of the capital gains that ordinarily would be taxable. This is due to…

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.