Resources & Articles

Financial Planning & Wealth Management


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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There is no Replacement for a Human PlannerNovember 16th, 2020

When you work with a financial planner you are working with an expert who provides the “human touch” – which is so much more relevant...
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CPP: When to Apply?November 6th, 2020

While the normal age to begin receiving regular CPP is 65, individuals can apply to start receiving earlier at a cost, or later for a...
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What Do You Want Your Estate Plan to Say About You?September 22nd, 2020

Contrary to what many people believe, you don’t have to be wealthy to draft an estate plan, but if you are, having an estate plan...
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RRSP vs Debt Repayment – A Case StudyJuly 10th, 2020

Angela is a 45-year-old advertising executive, with a mortgage, car loan, and comfortable lifestyle. Angela’s company has agreed to start paying her an annual bonus...
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Meet the Wealth Management TeamJune 9th, 2020

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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The Tax Free Savings AccountMarch 24th, 2020

In 2009, the federal government introduced the Tax Free Savings Account (TFSA) to give Canadians another means to save for their financial goals.  The TFSA...
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We Offer an Integrated Approach to Wealth ManagementMarch 6th, 2020

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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