About Us - DP FINANCIAL

Denise Parkins

Certified Financial Planner® Professional, Insurance Professional Advisor

Independent Financial Services Broker, and former Banking Professional with over 34 years’ experience, working with; Individuals and Families, and Small-Medium Enterprise Business clients at a major Canadian Bank.

As a Certified Financial Planner I meet the highest requirements in terms of Licensing, Knowledge, Abilities, Skills, Ethics, Experience, and Continuing Education. I am uniquely qualified to help individuals with their finances, solve financial problems, and make a plan to achieve your financial goals.

Expertise in the areas of Investments and Retirement Portfolios, Guaranteed Income Planning, Family and Estate Protection, and Business Continuity and Security for Business Owners.

Socially Conscious with a history of Active Voluntary Engagements.

Our Objective

We accept all clients of all ages, but we have a strong passion for helping women to get more out of their financial lives. Our specialty lies in helping Gen X, and Millennial female entrepreneurs to manage their busy financial lives. We believe that all women deserve to feel comfortable and confident in their financial decisions. We promote financial literacy to ease the complexity of major decisions.

Employed- salaried or contract, or entrepreneurial, our specialty lies in helping people better manage their busy lives, to build their wealth, and protect their assets to get more for themselves and their families.

My clients are actively engaged, fully understand and are therefore more confident in:

• Solutions to grow assets aligned with risk appetite and investment, and retirement plan objectives.

• Tax efficient income generation solutions, tax reduction/ mitigation, and asset protection for High net worth clients and Corporate business owner’s.

• Financial awareness and education to build financial literacy through seminars, newsletters articles, and blogs, to foster understanding of solutions proposed.

• Obtaining Protection for financial assets and income continuity

• Gaining awareness and understanding of the importance of planning for: Emergency funding, Asset and Income risk; quantification and mitigation, Optimized credit management strategies, Retirement Income planning options, Effective estate planning and inter-generational wealth preservation.