Here your dreams are safe®

We’re going to take a deep dive…

Into understanding you and your dreams.

Into understanding exactly what you need from a financial plan that will meet you where you are in life, and take you where you want to go.

We’re going to do it with a rigorous, comprehensive and proprietary financial planning approach – based on our more than 90 years of combined knowledge and experience – that we call Total Package Planning®. It means that we never stop exploring new opportunities for you, that we make certain that every one of your dollars is working as hard as it possibly can, and that you always fully understand what you are invested in, and why.

Because what we believe, above all, is that everyone’s dreams should be safe.
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Video: Our story

A minute that could change your life.

Glen Dodd - Dream Harbour advisor

Our Services

We can summarize our services – and our powerful difference – in just three words: Total Package Planning®.

  • Wealth Accumulation
    • Defining goals and objectives
    • Determining risk tolerance
    • Cash flow analysis
    • Tax efficient investing
  • Confidence to Retire
    • Realize your retirement objectives
    • Comprehensive financial planning
    • Annual cash flow analysis
    • Asset allocation analysis
  • Protect Your Legacy
    • Will planning
    • Tax planning
    • Estate needs analysis
    • Life Insurance
    • Critical Illness
    • Long term care planning
  • Business Services
    • Group retirement
    • Group benefits
    • Business owner planning
    • Corporate insurance planning
What we like the most about Dream Harbour is the personal attention we get and the results we get from our investments. They’ve just done better for us financially than anyone else ever did.
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Harold and Flo
Happy clients Harold and Flo