Available services

  • Mutual Funds for creating and protecting wealth. Hundreds of mutual funds from over 60 different companies are available through Excel Private Wealth, in RRSP, RRIF, TFSA and other formats.
  • Retirement Readiness Report & Glide Path Report. Estimate your ability to retire at different ages, and how long your money will last under different circumstances.
  • High Net Worth investment strategies. Ask about HNW corporate class mutual funds for improving the tax efficiency of your portfolio while reducing fees.
  • Insurance strategies for protecting your family’s income, paying off debts or preserving your estate. Uses life, disability or critical illness insurance from leading insurance companies.
  • Direct access to an experienced financial advisor (not an assistant), as well as online access to view your investments. Also regular email updates, alerts and annual reviews.

 

Special Introductory Offer

If you're looking for a financial advisor, let's chat about your situation and how we might work together.

My fee for house calls is one cup of coffee. This includes an hour of informal discussion and Q&A, followed by a written proposal in PDF format within five business days.   The proposal will include a summary of recommendations, an explanation of how I am paid, and what you should expect from our relationship if you decide to proceed.   There is no time limit on making a decision, and no sales pressure.

For more information please contact don@doneberley.ca or 613-723-0164.