• group of people in the office
    Reduce the costs of your
    GROUP BENEFITS
    without impacting coverage.
    Learn more
  • people in office and desk
    Promote financial wellness with a
    GROUP SAVINGS PLANS
    and deepen employee loyalty and satisfaction.
    Learn more
  • family
    Find
    INSURANCE
    SOLUTIONS
    that meet your needs and budget.
    Learn more
  • hand of business man reviewing investment charts
    GET PROFESSIONAL GUIDANCE
    FOR YOUR WEALTH
    and plan for the future.
    Learn more

Who We Are


DBA is an experienced, family-owned and operated business that has provided benefits and group savings consulting services since 1977. We recognize that a benefits and group savings package is a valuable tool for recruiting and nurturing a high-quality workforce. We are proud to serve clients in Canada, the United States, Europe and Asia.

To meet our clients’ needs for comprehensive service and coverage, we provide unique solutions in the following areas: Employee Benefits, Group Savings Plans, Retirement and Investment Plans, Wealth Management, Living Benefits, Estate Planning and Personal and Corporate Life Insurance.

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Our Commitment


DBA prides itself on its high level of customer service, retention and referrals from satisfied clients. To that end, we work with each client to determine their specific needs and requirements. We believe in clear, regular communication to align expectations. Our goal is to find the right coverage, product, provider and price for our clients. We are open to continual feedback and are continually updating our expectations as a client grows and evolves over time.

Our Services


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Group Benefits

Traditional Group Plans
Refund Accounting
ASO Plans
Benefit Audits
Actuarial Services
In-house Underwriters

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Group Savings Plans

Group RRSPs
Defined Contribution Plans
Defined Benefit Plans
Defined Profit Sharing Plans
Fee Negotiation
Compliance Audits

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Insurance

Buy-Sell Arrangements
Key Person Insurance
Term Policies
Whole Life Policies
Universal Life Policies
Disability and Critical Illness

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Wealth Management

Retirement Planning
Estate Planning
Tax Reduction Strategies
Investment Expertise
Product Specialist
In-House CFP®

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Testimonials


Latest News


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