It is simple - at D&A Financial Services Inc. we focus on your vision. We all dream of what we want our future to be like - traveling around the world or driving the fifth-wheel across Canada, leaving a legacy, retiring at 55, having the kids take over the business or selling it for a great profit. Your vision, values, and goals are personal and unique and should be the forefront in planning your future. Dreams can become reality with the right advisement, determination, and discipline.

When visioning our futures we all draw pictures of health, happiness, wealth, and living a life of fulfillment. We do not see road-blocks such as a child developing a critical illness, getting injured in an accident, or an unexpected death. We can help you plan with the 'what ifs' in life.

Over time we have noticed for some reason most estate plans are never acted upon or the necessary implementation often seems to fall through the cracks. When was the last time your accountant, lawyer, investment representative, banker and life insurance agent all discussed your vision to ensure you are on track? As a wealth coaching firm, we ensure your team of advisors is informed and moving in the right direction, and when appropriate, we will involve our network of professionals and make recommendations on strategies and products.

At D&A Financial Services Inc. we start at a different place. We start with your vision for the future then focus on how we will get you there.