Excel Private Wealth

1525 Carling Avenue Suite 402
Ottawa ON K1Z 8R9
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, and are retired martial artists who enjoy the occasional wine tour. Don also enjoys shadetree auto mechanics, and riding his motorcycle. In 2019 he earned Captain's Club "gold" status for the Telus Ride for Dad, in support of prostate cancer research.

Don's community roles have included Westboro Kiwanis member, School Council Chair, 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 as an Investment Representative with Quadrus Investment Services Ltd., and as an independent life agent in partnership with 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.

Over the 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