A Better Wealth Management Partner
If you have accumulated wealth, we know you’ve worked hard to do so. Your investments are crucial and deserve to be safeguarded from administrative fees and subpar interest earnings. By working with an experienced financial advisor with the right network, you can maximize the potential of your investments while managing them with greater proactivity.
This is where the DBA family shines. Our financial team has long been a trusted choice for wealth management services, regardless of the size of a client’s business or bank account. Our focus is on helping you save and manage your funds with greater efficiency and certainty. Grow and protect your wealth with our advisory services.
Personalized Solutions
When clients come to us at DBA for wealth management solutions, they receive more than simply investment advice. We take the time to listen attentively to your needs and savings goals. To help you grow and maintain your wealth, our in-house Certified Financial Planner takes a holistic approach in evaluating your financial situation. These include taxation, management of debt, estate planning, and investment management of your portfolio. We work alongside our clients to create a personalized and comprehensive wealth management plan.
Future-Facing Financial Outlooks
We know that your savings have even greater potential, which is why we consider retirement and long-term investment goals and incorporate them into our financial planning strategy. While prioritizing what works best for you, we determine what is feasible, given your current and projected expenses, especially when running a business. Our expertise allows us to build an informed and effective long-term strategy to help you grow and manage your funds.
Your Full-Service Financial Team
Need assistance with annuities, taxable business income or otherwise? As your full-service financial services provider, our team of experts will handle both traditional mutual funds and more protected segregated funds. We also have the capabilities to manage GIC’s, annuities, and individual security portfolios with precision and care, helping you make smarter financial decisions.
Coverage Types
Need assistance with annuities, taxable business income or otherwise? As your full-service financial services provider, our team of experts will handle both traditional mutual funds and more protected segregated funds. We also have the capabilities to manage GIC’s, annuities, and individual security portfolios with precision and care, helping you make smarter financial decisions.
A Financial Advisor in Ottawa You Can Count On
Our team at DBA utilizes decades of collective financial planning and advisory expertise. We operate in a manner that affords ample data insights and helpful recommendations, all without intruding upon your day-to-day operations. Leverage our capabilities and invaluable insights to make well-informed choices when it comes to your finances. We’re here to help you take advantage of any opportunities available that can benefit your budget. As a result, working with a financial advisor in Ottawa from the DBA family enables for greater proactivity and peace of mind.
Other Ways DBA Can Help
Effective wealth management means having an advisor who not only puts your needs first, but has the skills and expertise needed to understand the markets and adapt accordingly.
DBA has long been focused on helping others get the most from their investments and make sound financial decisions. We view your success as our own, especially when it comes to managing your mutual or segregated funds.
Delivering Best-In-Class Support Since 1977
Whether you are looking to adjust your savings goals, have uncertainties regarding an investment strategy or otherwise, you can count on DBA’s financial team to help you make decisions that ensure a strong financial future for you and your family. With our decades of collective experience, financial expertise and as a fourth-generation family-owned business, you can trust DBA to help you better manage your wealth. No matter how complex your portfolio and future plans are, our financial services are designed to help you grow.
