Helpful Resources

Portal Access

Fidelity Portal

Planning Resources

Charitable Gifting

Defined Benefit Pension Plans

Executor Checklist (fillable form)

Executor Checklist (printable format)

Individual Pension Plans

Personal Inventory Checklis t

Retirement Compensation Agreement (RCA)

Retirement Income CPP & OAS Benefit

Retirement Income Personal & Corporate

Secondary Wills

Tax Planning – It Should be Part of Your Financial Plan

The Cost of Procrastination (Retirement Planning)

When is the Best Time to Invest?

Student Literacy Resources

Cash Flow Tips for Younger Clients

Getting Started With Investing

Mortgage Life Insurance Versus Personal Life Insurance

Mortgage Qualification

Ontario Student Assistance Program (OSAP)

Registered Education Savings Plan (RESP)

RRSP: Home Buyers’ Plan (HBP)

Scholarship, Bursaries, & Grants

Student Line of Credit (LOC)

Tax-Free Savings Account (TFSA)

What Is Disability Income Insurance And Why Do I Need It?

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

Wealth Management Services Brochure – The Power of Integration

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.