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Who We Are

At D.I.S. Financial Solutions Group our focus is on building solid relationships with both our clients and industry partners.  Our team of associates provides service and individualized solutions that are designed to exceed the expectations of our clients.

Located in our heritage building in the downtown core of Whitby, our service team of 8 employees are ready to provide professional service for your insurance and investment needs.

At D.I.S., we're extremely discriminating with our staff.  It's not enough that we have licensed brokers specializing in auto, property, business, life and travel insurance; or that we have financial planners on staff.  Our staff members must be real people who embrace the D.I.S. philosophy of solving problems and offering client comfort.  If there's anything you need clarified or answered, our team offers same-day service.

We stay in the forefront of technology to ensure we are able to meet your service needs.  We are on-line with those insurers who offer the service; and this year (2006), we are beginning our evolution toward a paperless office.  As each policy renews throughout the year we will convert to a paperless format, allowing our service team to access all documents online – providing faster service to you, our client.

We recognise that your needs change also.  Sometimes the industry you work in changes, sometimes government regulations change, and sometimes the world we live in changes.  Whatever the case, we are your resource center that rides the wave of change…ready to explain how every shift affects you, your policies & investments, and your goals.

At every opportunity D.I.S. will review your needs and goals, ensuring you do not become ‘a number’.  Our website and regular newsletter can keep both of us up-to-date on each other’s developments, allowing improved response to your investment or insurance needs.



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