My name is Don Eberley, and I am an independent financial advisor in the Ottawa area.   I help working families build financial security with mutual fund RRSPs, TFSAs, GICs, life insurance and other strategies*.   I also help young-at-heart retirees develop a reliable and tax-efficient income stream.

A smaller independent practice

For those seeking an alternative to the big banks, I run a smaller independent practice.   My clients deal with me directly, not through an assistant, and they never get a sales pitch for in-house products or research.   They get help hiring and firing money managers from a pool of over 2,500 approved mutual funds.

Peace of mind for you

For your security and peace of mind, all investments come from established financial institutions and are purchased through a provincially-registered dealer.   They vary according to risk level, but all must pass the scrutiny of a qualified former stock broker with over 20 years of experience in rising and falling markets.

If you are seeking a trusted advisor to help with your financial security plan, please check out my special introductory offer and send any questions to don@doneberley.ca.   I would love to hear from you.

I hope you enjoy my website!

* Mutual funds offered through Excel Private Wealth, insurance through leading life insurance companies.