Business Details
50+ Years
experience
Your Trusted Partner for Financial Planning & Insurance Solutions
D.I.S. Financial Group, founded in 1934 and locally owned since 1985, is a full-service financial planning and insurance brokerage dedicated to building long-term relationships with clients and industry partners. Our team of highly qualified licensed brokers and support staff prioritize client needs, offering independent professional advice to help clients achieve sound financial futures. With expertise in home, auto, business, travel, and life insurance, we provide tailored solutions that align with individual and business needs. Our commitment to transparency, modern technology, and community engagement underscores our approach to earning client trust. We operate from a historic, renovated space in Whitby, Ontario, reflecting our blend of tradition and innovation.Recognized by partnerships with leading insurers like Intact Insurance and Gore Mutual Insurance, we emphasize growth, profitability, and client satisfaction. Our services extend to financial planning, risk management, and compliance tools like MyWave Connect, ensuring comprehensive support for personal and business clients. Through personalized service and a focus on local market needs, we aim to protect what matters most to our clients. Our team's extensive experience, including specialized knowledge in commercial insurance, travel insurance, and life insurance, positions us as trusted advisors in the financial services industry. We maintain accountability through transparent partnerships and a dedication to evolving with client needs in a dynamic market.
Services
Home Insurance
Auto Insurance
Business Insurance
Life Insurance
Travel Insurance
Details
- Year established: 1934
Highlights and features
- We offer over 85 years of combined experience in financial planning and insurance brokerage.
- Our team includes licensed brokers with specialized expertise in commercial and personal insurance.
- We provide access to MyWave Connect, a comprehensive portal for insurance and business compliance tools.
- Our local Whitby office combines historic tradition with modern technology for client convenience.
- We maintain transparent partnerships with leading insurers to ensure competitive coverage options.
Associations and certifications
- Intact Insurance
- Gore Mutual Insurance
What people say
Happy employees
Awesome workspace
Quick support
Personalized service
Knowledgeable brokers
Services
Home Insurance
Our home insurance policies protect your property, personal belongings, and liability risks. Coverage includes structural damage, theft, and additional living expenses during repairs. We offer discounts for security systems, multi-policy bundles, and green certifications.
Business Insurance
Tailored business insurance solutions cover property damage, liability, cyber risks, and employee benefits. Our policies adapt to unique industry needs, including directors' liability and data breach protection for modern enterprises.
Life Insurance
We provide term, universal, and whole life insurance options to secure your family's financial future. Policies help cover mortgages, medical expenses, and estate planning needs with flexible premium structures.
Auto Insurance
Comprehensive auto insurance includes liability, accident benefits, and uninsured motorist protection. We offer multi-vehicle discounts and specialized coverage for new drivers, retirees, and high-mileage users.
Travel Insurance
Our travel insurance covers medical emergencies, trip cancellations, and baggage loss. Specialized plans accommodate pre-existing conditions and international travel risks with 24/7 emergency assistance.
People
Kris Barber
Owner
Co-founder with expertise in commercial insurance. Volunteers at Feed the Need in Durham and contributes to office maintenance.
Vivian
Broker
Commercial insurance specialist advocating for travel insurance accessibility. Organized Treat Friday initiative for team wellness.
Breanne
Broker
Psychology graduate applying analytical skills to insurance advice. Active in multiple departments and community sports.
Maralyn
Broker
Personal lines expert supporting clients through claims. Known for client advocacy and community involvement.
Jessica
Marketing Manager
Drives digital innovation and brand identity. Focuses on client experience improvements and local business advocacy.
Questions
What types of home insurance discounts do you offer?
We provide discounts for security systems, claims-free history, multi-policy bundles, green certifications, and newer homes.
Does business insurance cover cyberattacks?
Yes, our data breach insurance protects against electronic and physical data loss, including client information security.
Can I get travel insurance with pre-existing conditions?
Yes, we offer individualized plans requiring full medical disclosure for travelers with pre-existing health conditions.
How does boat insurance differ from home insurance?
Boat coverage requires separate policies as home insurance typically excludes watercraft theft outside residential premises.
What life insurance options are available for retirees?
We offer term, universal, and whole life policies tailored to estate planning and legacy protection for retirees.
Do you provide 24/7 claims support?
While not offering 24/7 services, our team prioritizes prompt claim resolution during business hours with emergency contact options.
