Helpful Resources

Planning Resources

Executor Checklist (fillable form)

Executor Checklist (printable format)

Personal Inventory Checklist

Resource Library

Portal Access

Fidelity Portal

Government Links

Financial Resources for Children and Families (Ontario)

Financial Consumer Agency of Canada (FCAC)

Financial Services Commission of Ontario (Retirement Planning)

Registered Education Savings Plans (RESP) Benefit Information

Registered Education Savings Plans (RESP) Taxation Information

Other Useful Links

Financial Advice for All

Financial Planning for Canadians

With a history of service in the Niagara, Hamilton, Halton region since 1940, DJB has been helping clients gain the edge they need to remain competitive in the ever-evolving world of business. Today, with multiple offices covering Burlington to Fort Erie, we advise entrepreneurs, business owners, and organizations in many areas including agribusiness, construction, general contracting, manufacturing.