Helpful Resources

Portal Access

Fid elity Po rtal

Planning Resources

Charitable Gifting

Define d Benefit Pension Plans

Executor Checklist (fillable form)

Executor Checklist (printable format)

Individual Pension Plans

Personal Inventory Checklis t

Retirement Compensation Agreement

Retirement Income – Personal & Corporate

Retirement Income – CPP & OAS Benefits

Secondary (Dual) Wills

Tax Free Savings Account

Tax Planning – It Should be Part of Your Financial Plan

The Cost of Procrastination (Retirement Planning)

Student Literacy Library

Average Cost of College

Average Cost of University

Handy Student Financial Planning & Budgeting Worksheet

Understanding Scholarships, Bursaries & Grants

What is a RESP (Registered Educational Savings Plan)?

What is SLOC (Student Line of Credit)?

Why Create a Budget?

Government Links

Financial Resources for Children and Families (Ontario)

Financial Consumer Agen cy of Canada (FCAC)

Financial Service s Commission of Ontario (Retirement Planning)

Registered Educat ion Savings Plans (RESP) Benefit Information

Registered Educati on Savings Plans (RESP) Taxation Information

Other Useful Links

Financial Advice for All

Financial Pl anning 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.