Groupe DCB

Groupe DCB  is a financial services firm that has been serving Montreal's business community since 1969.  For over 35 years, they have developed an expertise with business owners and executives in different business stages and have been assisting them in the initial startup phase, through expansion and on into the successful transfer of the business ownership.

The professionals in Groupe DCB are from different backgrounds (lawyer, accountant, and actuary) and are backed up by an attentive support and client service team.  They have complementary expertise and have joined forces to offer advice, solutions and financial security products tailored to the needs of business owners and executives (life and disability insurance, investments, pension plans and group insurance).

The team members are recognized for their listening skills, integrity and respect for the highest ethical standards in their profession.  They have a clear understanding of the client's needs and then share their expertise to establish the best financial strategy, assure its implementation and evolution, minimize risks, and achieve results at a competitive price.

Groupe DCB's partners are members of various professional associations including the Fiscal and Financial Planning Association (APFF), the Quebec Institute of Financial Planners (IQPF), the Society of Trust and Estate Practitioners (STEP), the Canadian Tax Foundation (CTF), the Ordre des administrateurs agrees du Quebec (ADMA), the Barreau du Quebec (Quebec Bar), the Society of Actuaries (SOA) and the Canadian Federation of Independent Business (CFIB).

HOW TO REACH US

Mailing Address:

1010 de la Gauchetiere Ouest,
Suite 1350
Montreal, Quebec
HB3 2N2
Bus:  (514) 878-1175
Fax:  (514) 878-9339
Web Site:  www.groupedcb.com

Advisors:

Claude De Gagne, Member
Advisor in Group Insurance and Annuity
cdegagne@groupedcb.com

Phillipe Caron, Member
Advisor in Group Insurance and Annuity
pcaron@groupedcb.com

Testimonial:
"There's going to be a lot of change taking place in our industry in terms of advisors looking for a place to protect their independence, I think we fit the bill.  We remain independent from each other.  We each have our own markets."

Claude De Gagne, MBA, Admin A., Fin Pl, TEP
Groupe DCB Financial Services Firm