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David Feldberg, CFP, CLU

Certified Financial Planner
Managing Director

Phone: 613-829-7874 ext. 229

Mobile: 613-298-6779

Fax: 613-721-9781

Toll Free: 1-877-829-7874

E-mail: david.feldberg@dfsin.ca

I entered the financial services industry in 1991 after graduating from Carleton University with a Bachelor of Arts Degree in Economics and History. Starting my career in financial planning with Laurentian Financial Services, I attained the Certified Financial Planning (CFP) designation in 1999 and the Chartered Life Underwriter (CLU) in 2001.

I am currently working with approximately 250 families and small business’ focusing on their retirement and estate planning issues. Specializing in the needs of self employed, professionals and retirees, I provide holistic financial and lifestyle planning advice.

I only work with clients who have been personally referred to me or to whom I have been recommended.

Other Notes of Interest:

Licensed for mutual funds in Ontario, Quebec and British Columbia
Licensed for life insurance, accident and sickness in Ontario
Past member of “The Million Dollar Round Table” in 2001, 2002, 2011 and 2015
Member of Advocis (The Canadian Association of Financial Advisors) since 1992

Visit My Branch at www.dfsinottawa.ca

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Desjardins Financial Security Investments Inc. (DFS Investments) is a corporate body separate and apart from Desjardins Insurance¹.

DFS Investments is a mutual fund dealer registered in every Canadian province and Territory and an exempt market dealer registered in Quebec. It is also registered in every Canadian province and territory for the distribution of insurance products. DFS Investments' advisors may be qualified to provide advice on mutual funds, exempt market products and other investments products, among other things.

In Quebec, DFS Investments is also registered as a restricted dealer, a group insurance of persons and a financial planning firm.

Unless otherwise indicated, investments in products distributed by DFS Investments are not insured, in whole or in part, by the Canada Deposit Insurance Corporation or by another public deposit insurance fund, as the case may be, nor are they guaranteed, in whole or in part, by Desjardins Insurance¹, and their value is subject to market fluctuations.

This site is not the property of Desjardins Insurance¹ or Desjardins Financial Security Independent Network. They do not have any control over the content or the use of the site.

Desjardins Insurance¹ and Desjardins Financial Security Independent Network shall not be liable or responsible to any person for any harm.

Loss or damage (whether arising in contract, tort, negligence or otherwise) that may arise directly or indirectly from this site, the use inability to use, or malfunctioning of this site or the information contained herein, including any direct, indirect, special, third party or consequential damages.

This site is not the property of Desjardins Financial Security Investments Inc. (DFS Investments). DFS Investments has control over the content of this site by their review of the information provided in accordance with its policies and procedures. DFS Investments is not responsible for the content in this website that is unrelated to the business of DFS Investments nor is it responsible for the monitoring or supervision of these other business activities.

¹Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.

Desjardins® and related trademarks are trademarks of the Fédération des caisses Desjardins du Québec used under license.