Excel Private Wealth

666 Kirkwood Avenue Suite 100
Ottawa ON K1Z 5X9
Reception: (613) 722-3466
Direct: (613) 723-0164

Home office

1221 Amesbrooke Drive
Ottawa ON K2C 2E7
don@doneberley.ca


About Don

Don is a fifty-something family guy living in Ottawa west with his wife Johanne. The couple has two grown daughters.

Together Don and Jo enjoy karate, golf, and occasional travel especially when a wine tour is involved. Don is an avid motorcyclist and Captain's Club member of the Telus Ride for Dad. He also enjoys playing with his electric guitar, and someday hopes to nail down Hotel California.

Don's community roles have included Westboro Kiwanis member, School Council Chairman, and Junior Achievement program instructor. Here he is delivering the JA's "Economics of Staying in School" program to Grade 8 students at a local public school >>>

Professional background

After earning a Bachelor's degree from Carleton University in 1989, Don gained experience in banking, retail sales and small business management. In 1997 he joined BMO Nesbitt Burns as an Investment Advisor, and in 2002 he took the next step and established a private practice of his own. Today he enjoys working from a home office in partnership with Excel Private Weath and several insurance companies.

In addition to his degree Don is an honours graduate of the Canadian Securities Course offered by the Canadian Securities Institute. He has also successfully completed the Conduct and Practices Course, Derivatives Fundamentals Course, Options Licensing Course and Professional Financial Planning Course.

In recent years Don has served on the DFS Investments Advisory Council, addressed a financial planners' symposium on the subject of investor psychology, and appeared as a guest on a late-night TV news program. He regularly attends local appearances of the fund managers he recommends, and participates in continuing education workshops in the areas of investing, insurance, taxation, financial planning and compliance.

Don's philosophy about retirement is that it's not so much the end of one's career but rather a change of career. From doing what you must, to doing what you enjoy. Don is fortunate in that he already enjoys his work, although he admits that he will probably stop doing it sometime within the next fifty or sixty years.



            Nidan Ceremony 2011

        Heading out on the Yamaha

              Niagara wine tour

     Teacher for a day