Desjardins Financial Security Independent Network
David Feldberg has extensive work experience in the financial industry. David began their career in 1991 as a Certified Financial Planner at Desjardins Financial Security Independent Network. In this role, they managed various locations, oversaw a team of local managers, and was responsible for compliance, marketing, recruiting, and sales management. David also focused on expanding the locations with advisors dedicated to providing comprehensive financial security planning services to clients. David has consistently received recognition and awards from GAMA International, including the National Management Award (Gold) and Agency Achievement (Gold). Additionally, they worked as a Certified Financial Planner at Desjardins Financial Security Investments Inc., where they were registered to offer mutual funds in Ontario, British Columbia, and Quebec.
David Feldberg received their Bachelor's degree in Economics and History from Carleton University, where they attended from 1986 to 1991. Prior to that, they completed their high school education at Nepean High School from 1981 to 1986. In addition, they hold the certifications of Chartered Life Underwriter from The Institute for Advanced Financial Education (obtained in 2001) and Certified Financial Planner from the Financial Planning Standards Council (obtained in 1999).
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Desjardins Financial Security Independent Network
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Desjardins Financial Security Independent Network and its counterpart, SFL Wealth Management, operating in Quebec and New Brunswick, form a financial products and services distribution network that focusses on wealth management. We offer 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 a surprise, the 1,500 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 co-operative financial group in Canada, while benefitting from the expertise of our multidisciplinary team and making the most of the freedom you get from our multi-supplier offer. Note: articles and videos shared on this page are provided for information only and do not constitute an endorsement of the content of related websites.