Resources & Articles
Financial Planning & Wealth Management
The Importance of Having a Comprehensive Financial Plan
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 Management
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 Business
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 Wealth
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?
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 Pandemic
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?
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 Planner
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?
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?
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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