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About Us

Desjardins Financial Security Independent Network is a financial products and services distribution network that focuses on wealth management. Our office located in west-end Ottawa offers personalized assistance to help you meet your wealth management needs through life’s different stages. Whether you’ve got big plans on the horizon or are dealing with the unexpected, the independent advisors affiliated with our network are there to help you make the right decisions for your finances. You can rely on the strength and reliability of Desjardins, the leading cooperative financial group in Canada, while benefitting from the expertise of our multi-disciplinary team.

 

Our expertise

We don’t speak with a lot of jargon. We are a team with Certified Financial Planners® (CFP), Chartered Life Underwriters (CLU) and other financial experts with proven track records. You will enjoy our family-friendly and personal touch to financial security planning. We will work with you one-on-one to identify your unique needs then tailor a financial solution to fit your personal goals. From there we will explain what we’ve come up with in simple terms so you know exactly what your plan is and clearly understand its benefits and objectives

Your full potential

Our advisors work with clients from all walks of life:
young people beginning their careers, families with children of various ages, self-employed professionals and those approaching retirement or currently enjoying it. What they all have in common is a desire to strive to their full potential.

Our History

Since 2000, we have been successfully serving our clients and the greater Ottawa community. We’ve continually been adding to our office space at our Ottawa location attracting successful financial advisors while supporting the professional education of our existing advisors. Many of our advisors have acquired the Certified Financial Planner® designation – the premier designation in our industry.

 

Opening of the first Desjardins Financial Security Independent Network franchise agency in Ottawa in the year 2000.
In 2002, David Feldberg became sole owner of the Ottawa location.
In 2018, the Ottawa location purchased operations in Gatineau, Quebec (195 boul. Gréber).
In 2019, the Ottawa location purchased offices in Atlantic Canada: St John’s (NL), Charlottetown (PE), and Halifax (NS) with another Desjardins partner.