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Denis@dpbinsurance.com
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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

Changes to the Taxation of Estates

December 13, 2015Financial Tech Tools

Estate, trust and tax planners have long favoured testamentary trusts as vehicles to pass along assets to beneficiaries or heirs.   A testamentary trust is generally a trust or estate that is created the day a person dies.  Commonly, these trusts…

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Estate Planning Tips for Real Estate Investors

November 5, 2015Financial Tech Tools

Many of my clients own real estate in addition to their investment portfolios.  Other people invest almost exclusively in real estate.  With the exception of a principal residence, upon the sale, transfer or deemed disposition on death of real estate,…

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A Lifetime Gift for Your Grandchildren

April 21, 2015Financial Tech Tools

The Cascading Life Insurance Strategy 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. How does…

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Contact Us

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

Recent Articles

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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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