www.dreamharbour.ca Open in urlscan Pro
35.203.24.83  Public Scan

Form analysis
0 forms found in the DOM

Text Content

 * Team
   * Glen Dodd
   * Mike Tsuboi
   * Joe Friedt
   * Nels Nelsen
   * Carolyn Biega
   * Lexus Whitmee
 * Clients
 * Services
   * Wealth Accumulation
   * Confidence to Retire
   * Protect Your Legacy
 * Blog
 * Contact Us

Client Login
 * Segregated Funds
 * Mutual Funds


HERE YOUR DREAMS ARE SAFETM




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.

Meet Our Team Get In Touch

PausePlay
% buffered00:00
01:11
UnmuteMute
Disable captionsEnable captions
Settings
CaptionsDisabledQualityundefinedSpeedNormal
CaptionsGo back to previous menu

QualityGo back to previous menu

SpeedGo back to previous menu
0.5×0.75×Normal1.25×1.5×1.75×2×
PIPExit fullscreenEnter fullscreen

Play

VIDEO: OUR STORY

A minute that could change your life.


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

Learn More Get in Touch

> 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.

HAROLD AND FLO


 * 
 * 

 * Home
 * Team
 * Clients
 * Services
 * Blog
 * Contact Us

SIGN UP TO RECEIVE OUR NEWSLETTER

Sign Up

© 2023 Dream Harbour Wealth Advisors. All Rights Reserved.

 * Privacy Policy
 * Investment Disclaimer
 * Insurance Disclaimer

Mutual Funds are offered through Portfolio Strategies Corporation.
Other products and services are provided by Dream Harbour Wealth Advisors.