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Wealth Management
Whether you’re saving for your first home, a tropical seaside vacation, retirement, your children’s education or even just a rainy day, DPB Insurance and Financial Services can help you achieve even your biggest dreams. Wealth management is the cornerstone for financial success and our real-world approach enables you to prepare for the future without sacrificing the lifestyle that you enjoy today.
RRSP PLANNING
Retire in style. It’s as easy as three little words, but it takes a significant amount of income just to maintain your current lifestyle, let alone to take advantage of the freedom you will have when your retirement begins. From GICs to Segregated Funds, DPB can help you determine the best plan for your lifestyle, for today and tomorrow. By planning for your future success, you can make your retirement dreams a reality.
RESP PLANNING
With the cost of post-secondary education soaring, it makes sense to plan for your little ones education. While graduation from university seems a long way off, there’s no better time to start securing your child’s future. DPB can help you establish educational savings programs for your children starting with an RESP; a simply investment plan that allows your investment to grow tax-free until your child is ready for post-secondary education while the Government of Canada assists with the contribution. There are several options to choose from in terms of investments – from Guaranteed GICs to Mutual Funds.
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