Resources & Articles

Financial Planning & Wealth Management


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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Financial Planning During a PandemicNovember 18th, 2020

When the news first broke about the pandemic, most people were concerned with keeping themselves and their family members safe, ensuring they had enough food...
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Why do we Procrastinate and Fail to Follow Through on Building a Financial Plan?November 17th, 2020

It is quite common for people to put off financial planning, as something they’ll get to one day in the future. It is not until...
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