What We Offer

GROUP BENEFITS

DFG’s experienced and highly-knowledgeable team provides innovative and cost-effective benefit solutions to businesses in every sector of the economy. Sound advice and service that will save you money and time.

MUTUAL FUNDS AND GICS

Assante Financial Management Ltd. provides a broad range of carefully-screened and approved industry-leading mutual funds and GICs.

GROUP RETIREMENT

Dehoney Financial Group (DFG) provides the right tools and expert advice for a more relaxed and comfortable retirement. Comprehensive plan sponsor and employee support and education.

TRAVEL INSURANCE

If you are planning a trip outside of Canada, for fully vaccinated Canadians, we offer Travel Insurance that covers COVID-19.

ONLINE QUOTE

HOME & AUTO INSURANCE – CUSTOMER LOYALTY PROGRAM

Our clients and their employees have access to 10% savings on Home Insurance. You may qualify for EVEN greater savings.

Need a quick and easy way to renew your Auto Insurance from the comfort of your own home?

access Home insurance savings or renew your auto insurance. it's just a click away.

KEY PERSON INSURANCE

For many businesses, key person life insurance is critical to their risk mitigation strategy—by reducing the financial hardship associated with the loss of a top salesperson or leader. When a Lower Mainland business was faced with such a loss they anticipated a $2M death benefit, with the remaining $2M paid to the spouse. However, things got complicated fast. Despite not being the sales agent of the policy, our team of life insurance advisors was asked to help preserve tax-free proceeds of $2M for the company.

Find out how we did it!

READ CASE STUDY

CORPORATE LIFE INSURANCE

Mary and her husband operated a successful family business— now in the capable hands of their children. But with Mary in her 90s and failing health, her advisors wanted to review her corporate life insurance policies purchased in the early 1980s. Our advisors were asked to confirm the Adjusted Cost Basis (ACB) and the capital dividend account (CDA) credit allowing for $1.4M in tax-free dividends to be paid. Our challenge? The policy was wrongly classified by the insurance company.

Find out how we delivered for our client!!

READ CASE STUDY

EMPLOYEE BENEFITS

You know it’s time for a change, but you’re unsure about what actually needs to change. Knowing the important difference between an insurance carrier and an advisor is the right place to start. Often the two are used interchangeably, but they are not the same.

Take our Group Benefits Advisor Checkup! If your current advisor isn’t consistently performing the key roles and activities in our Checkup, the change you need is clear and easier than you think.

ADVISOR CHECKUP

Critical Illness Insurance – Made Easy

FOR DEHONEY FINANCIAL GROUP CLIENTS

Protect yourself and your family against financial hardship that can occur following the diagnosis of a critical illness.

Critical Illness Insurance provides a TAX-FREE LUMP-SUM PAYOUT to be used any way you wish following the diagnosis of one of the 23 covered conditions listed.

You can get up to $25,000 without medical evidence regardless of health history. Financial assistance that allows you to focus on the important things during a recovery time . . . like getting better.

There are two kinds of events in life – those we plan for; and those we don’t. Insurance is a plan for those events we don’t expect.

GET YOUR PLAN TODAY

Outstanding Service

Leaders in Group Benefits and Retirement Consulting for 40 years.

Dehoney Financial Group Welcomes Optimum Strategies!

Learn more about this exciting new partnership.