Resources & Articles

Financial Planning & Wealth Management


Is Money Really the #1 Cause of Stress?September 10th, 2021

A 2020 survey conducted by FP Canada™ found that Canadians ranked money as the number one cause of stress in their lives.  Amazingly, this outweighed...
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Will and Succession PlanningJune 30th, 2021

Protect Your Loved Ones by having a Will By having a Will in place, allows you to direct how your financial and personal affairs are...
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Meet the Wealth Management TeamJune 9th, 2021

Meet our team of Wealth Management professionals. They offer a fully integrated approach that combines their accounting, financial planning, and investment management advisory (offered through Independent...
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Impact of Inflation on Financial PlanningJune 3rd, 2021

There has been a great deal of discussion recently regarding inflation and whether it will continue to climb or retract in the near future. While...
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Life Insurance: Do I Really Need it?April 12th, 2021

This is a question I’ve been asked hundreds of times over the years and the answer is: It depends! Everyone’s situation is unique and the...
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The Importance of Having a Comprehensive Financial PlanMarch 18th, 2021

Business owners and CEO’s have written business plans, ship Captains chart their courses on nautical maps, and Doctors have written treatment plans for their patients....
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We Offer an Integrated Approach to Wealth ManagementMarch 9th, 2021

An accountant is often considered to be the most trusted advisor. As such, we found that clients of DJB Chartered Professional Accountants would increasingly seek...
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Crisis Proofing Your BusinessMarch 2nd, 2021

Having worked with business owners for the past 25+ years, I’ve come to realize that even successful owners don’t always have fail-safes in place to...
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The Connection Between Health and WealthFebruary 2nd, 2021

As many of us know, financial stress can impact many areas of our lives. A study conducted by Fidelity in collaboration with Stanford University found...
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Would You put Personal Fitness over Personal Finances?November 19th, 2020

A poll conducted a few years ago by a fitness chain, appeared on some news sites with the headline “Canadians favour fitness over finances.” The...
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