Extraordinary financial planning

What makes us different?

Well that's a good question. At DY&Partners Financial and Insurance Planning, the most important service we can provide is a relationship based on trust, honesty and friendship. With this foundation in place, we can have in-depth, meaningful discussions about what is important to you. Financial products can be bought and sold at any number of local institutions; what sets us apart is how we relate to you - not your money.

CFP Certification

Having achieved the Certified Financial Planner(CFP) designation, we bring you an advanced level of knowledge and expertise in the areas of taxation, investments, estate planning, risk management, insurance and wealth building strategies. Certified Financial Planner certification is the industry gold standard in financial planning. CFP professionals are currently the largest identifiable body of licensed financial planners in Canada.

Million Dollar Round Table (MDRT)

MDRT, the name you can trust is a professional trade association to increase client interest in financial products. Proudly, we have three team leaders with higher tiers of MDRT membership.

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What is new?

  • Korean Website Launched

    Sticky content

    As we have completed the work of restructuring our Korean webpages, you can now continue to enjoy reading and browsing in your language. Up next: Japanese website is coming soon.

  • Agent Training Schedule

    Tuesday, January 31, 10:00 a.m.

    We have a case study on Tuesday, January 31, 2012. This case study highlights marketing ideas, sales strategies, and customer relations tips. Get best results from our case study.

Dealing companies

DY&Partners Inc.| Email us | Address: 220 Duncan Mill Road, Suite 601, Toronto, ON M3B 3J5| Phone: (416) 391-3793|Fax: (416) 391-5639