Navigating your financial challenges is all about you. While investing wisely is a component of financial planning, to reach your goals we need to first identify them.
Most of our clients have difficulty in defining exactly what their goals are and figuring out where they are now in relation to those goals. Many worry about outliving their money.
Together we determine your desired destination and help you chart the journey there using a combination of wealth tools to help you get above market returns with reduced volatility so you can sleep better at night and enjoy your life.
DC Complete Financial is an independent financial planning broker. Investia Financial is our clearing house for buying and selling your investments. IDCWIN is the clearing house for acquiring insurance products to protect your interests.
Our compensation is via fee for service for non-registered accounts for tax deductibility and embedded for registered accounts (for administrative simplicity) but we will set up a package that is the most tax effiecient and cost effective for your needs.
Meetings
We offer house calls for client meetings and can do more traditional client meetings at our office by appointment only at
Unit 205 -3823 Henning Drive, Burnaby, BC, V5C 6P3
What Clients Say About Us
"Choosing DC Complete Financial as my independent broker was the right choice for us. The depth of knowledge and the access to bank and non-bank investments means I got what I wanted and not what the bank wanted to sell me."
Kerry
"Everything you talked about made sense and I want to move forward. You've saved me a ton of time trying to figure out what to do to improve my financial situation."
Gloria
Due to an increasing number of scammers socially engineering phishing schemes using information from this website, all names are abbreviated to make it more difficult for scammers to pretend to be us.
DC
BSc, BA, CFP®
Lead Planner
D started in the industry in 2004 with Pencorp and Sun Life Financial, later choosing to become an independent broker in 2016 in order to be unleashed in searching for the best financial instruments to meet our clients' needs.
Prior to working in the financial sector, D received a degree in Human Physiology from McGill University, a bio-psychology degree from UBC, a Tec Deep scuba instructor rating, managed several multi-million dollar companies, mentored young entrepreneur and ran to be the mayor of Vancouver in 2018. He has also been an angel investor for a few startup companies and has experience investing in non-traditional investments.
He draws from his multitude of experiences to help clients from all walks of life. He has neurodivergent children and specializes in working with families who have a disabled family member along with anyone who is determined to improve their financial situation but might not know how.
His focus is to use ESG investments and financial planning to get higher than average market returns for lower than average risk for our clients.