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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

Segregated Funds: Investing With A Safety Net

December 15, 2014Financial Tech Tools

Investing today is not for the faint of heart.  Fortunately for Canadians, segregated fund products offered by many life insurance companies provide a safety net for nervous investors. Segregated Fund products present some interesting opportunities for people looking to get…

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Taxation of Life Insurance New Rules Create Opportunities

February 20, 2014Financial Tech Tools

In November the Department of Finance finalized their changes to the taxation of life insurance as previewed in March 2013 Federal Budget. These changes resulted in an updating to the “exempt test” which determines how much tax deferred value can…

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Taxation of Life Insurance New Rules Create Opportunities

February 12, 2014Financial Tech Tools

In August the Department of Finance published their changes to the taxation of life insurance as previewed in March 2013 Federal Budget.  When final legislation is passed later this year, these changes will result in an updating to the “exempt…

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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

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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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