(905) 829-3019

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

Do You Fly South for the Winter?

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…

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.