Passion. Experience. Diligence.
With a goals based planning approach, we believe in being trustworthy and comprehensive. Located in St. Albert, Alberta, DB Wealth Management focuses on Performance with Planning. Our main objective is to maximize your net worth and ensure that you can sleep comfortably at night. We are here to help you grow your wealth, protect your assets, provide clarity and secure your financial future. You provide the destination, we will provide the route.
Contact Us
Grandin Park Plaza Professional Building 1 Tache Street, Suite 504 St. Albert, AB, T8N 1B4
service@dbwealth.ca
Phone: (780) 487-4777 Fax: (780) 401-3525
Areas of Practice
Financial Planning
Planning for financial security is more than just an investment strategy. Sound planning principles involve the big picture. Having a manager with a 10,000 foot view is paramount in providing a clear & accurate picture of your financial future.
Retirement Planning
About half of Canadians hope to retire before 60 years old but hope is not a plan. A quality & comprehensive retirement plan will identify realistic retirement goals and provide you with the clarity that you need.
Investment Management
The percentage of equities, fixed income and cash in your investment portfolio will affect your long-term rate of return. What is the rate of return necessary to attain your retirement needs and goals?
Tax Planning
Tax planning is not just something that takes place in April. Every day you engage in financial transactions that are taxable. Some taxes can not be avoided, but others can be reduced or eliminated altogether, with careful planning.
Estate Planning
If you (and your spouse) were to pass away today, would your family know what to do or where to go? Our clients benefit from having peace of mind, knowing that they’re beneficiaries will have access to efficient advice when that day comes. Only one phone call and your beneficiaries will be walked through the asset transfer, insurance payouts and overall estate closing process.
Insurance & Risk Management
Insurance is very easy to ignore but the rewards of protecting yourself can be enormous during a crisis. Your insurance needs depend on your situation and our insurance advisor’s can help you identify risks you have missed.
“The habit of saving is itself an education; it fosters every virtue, teaches self-denial, cultivates the sense of order, trains to forethought, and so broadens the mind.”
– Thornton T. Munger
Get in Touch
Lets talk, your first consultation is free.