“Over a 10-year period, individuals who work with an Advisor accumulate roughly 2.7 times more wealth” (RBC)
We live in the world of technology, knowledge right at our fingertips. As an investor, you have the right to be critical of fees and investment options. Working with DCA we take a careful approach to making sure you are in the investment best suited to you.
We stand apart in our industry and believe investing requires an ongoing professional relationship and a personalized approach to meet your needs.
We keep our discussions open and transparent, making sure your investments are working hard for you.
Most people assume that insurance is just insurance. Over the years, clients and investors have moved away from this traditional approach and understand that a proper insurance portfolio goes beyond.
In sitting down with an Advisor, a proper portfolio accounts for:
- Debts and liabilities
- Estate planning
- Probate planning
- Illness and Injury
- Generational wealth transfer
- Estate Freezes
- Asset Protection