With over 10 years of Financial Planning experience, our team has the knowledge and comprehension to guide you to financial success.
We are located in St. Albert, Alberta, Canada in the Grandin Park Plaza Professional Building.
DB Wealth Management consists of “Independent” Financial Planner’s and support staff, that ensure to stay current and educated within our ever-changing industry.
“Independent” means that we are essentially investment fund brokers, that have access to investment funds from all financial institutions including TD Asset Management, Fidelity Investments, Dynamic Funds, RBC etc…
We have no loyalty to any fund company, we only expect performance. If we see better performance or less volatility from competing fund companies, it is in our best interest and the best interest of our clients to change to the best available. Our interests are aligned.
As Certified Financial Planner® Professionals (CFP®). We are required to follow the codes of conduct and ethics provided to us by the Financial Planner Standards Council (FP Canada) and are required to achieve continued education credits of 25 hours per year.
Our clients are not “tied” to us in any way, so our dedication and service is paramount in maintaining our working relationship.