For many of us, financial management can be complex, personal and time-consuming.
Working with an advisor can help you achieve a lifetime of financial security.
Advisors have the latest industry data and knowledge to help you reach your financial and personal goals.
Established over 50 years ago, DKB Financial Services Group Inc. is a holistic advisory firm based in Northern Ontario. The term ‘holistic’ refers to the inclusive package of insurance products and investment solutions to meet Clients’ unique needs.
In other words, Clients can benefit from an entire portfolio of financial services while working with a single advisor. With offices in Sudbury, Val Caron and North Bay, we understand the marketplace and the challenges that Clients face.
Rick Giommi from DKB Financial Services Group explains, “We’re a team of professionals servicing all Client needs. We work in an environment of utmost honesty and respect for Clients and staff.”
Every Client is different.
There’s no “one-size-fits-all” solution when it comes to saving money and protecting what matters most. “
Our mission is to help Clients achieve peace of mind by providing excellent advice, products, and services. We aim to be a provincial leader in protection and wealth management solutions,” said Giommi.
DKB Financial Services Group offers a wide range of products and services to help meet Clients’ needs, such as:
- Saving for the future with an RRSP, TFSA and/or RESP†,
- Succession, business, and tax planning for corporate and professional Clients,
- Growing investments through GICs**, mutual funds† or segregated fund products,
- Family protection to plan for the unexpected with term, permanent or universal life insurance,
- Converting lifetime savings into retirement income through annuity products, RRIFs or LIFs, and
- Providing personal health, disability, and/or critical illness insurance.
DKB Financial Services Group’s dedication to the community goes beyond financial advice.
We help various local charities and initiatives. We provide scholarship support for Laurentian University, Cambrian College and Canadore College. We’re also fundraising for Laurentian University, Health Sciences North/NEO Kids.
Advisors and staff are involved in many fundraising and non-profit initiatives such as Sudbury Charities Foundation, Club Montessori Sudbury, Advocis Sudbury as well as coaching local sports teams.
“We’ve proudly served our community for the last 50 years. We look forward to continuing this service for many years to come. We welcome the opportunity to help you achieve your goals,” says Giommi.
While there’s no shortage of demands on your money, now’s the time to build your foundation for the future. It all starts with a conversation. Contact us today.
DKB Financial Services Group Inc.can be reached via phone at (705) 806-2323 or via email: [email protected]. Find them online here.
885 Regent Street, Suite 4-2B,
Sudbury, ON P3E 5M4
Canada
2-3049 Old Hwy 69
Unit 2
Val Caron, Ontario P3N 1R8
Canada
409 Main Street W
North Bay, Ontario P1B 2V3
Canada
†Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.
*Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.
Sun Life Assurance Company of Canada is the insurer and is a member of the Sun Life group of companies.
© Sun Life Assurance Company of Canada, 2022