doneberley.ca

Don Eberley, independent financial advisor specializing in mutual fund RRSPs for Ottawa area families

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. Peace of mind for you. With 18 years of experience in rising and falling markets. If you are seeking a trusted advisor. And send any questions to don@doneberley.ca.

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Don Eberley, independent financial advisor specializing in mutual fund RRSPs for Ottawa area families | doneberley.ca Reviews

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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. Peace of mind for you. With 18 years of experience in rising and falling markets. If you are seeking a trusted advisor. And send any questions to don@doneberley.ca.

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Don Eberley, independent financial advisor specializing in mutual fund RRSPs for Ottawa area families | doneberley.ca Reviews

https://doneberley.ca

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. Peace of mind for you. With 18 years of experience in rising and falling markets. If you are seeking a trusted advisor. And send any questions to don@doneberley.ca.

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doneberley.ca

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Don Eberley: Disclaimer

http://doneberley.ca/disclaimer.html

Don Eberley is a registered mutual fund representative with Excel Private Wealth in the Province of Ontario, and an independent life agent in the Province of Ontario. Mutual funds offered through Excel Private Wealth, insurance through Manulife, RBC Insurance and Equitable Life. The information on this website is not intended as financial advice without an assessment of your personal situation. Always consult a lawyer or accountant for detailed legal or tax advice. Enforcement or disciplinary proceedings,.

2

Don Eberley testimonials

http://doneberley.ca/whydon.html

We have known Don for nearly 10 years and would trust him to look after any of our financial activities, now or in the future. He is honest, smart, helpful, knows the money market and explains my financial options in terms I can understand! Jill K., Ottawa. Tod and Sharon C., Ottawa. We have known Don for eight years. We have always been able to rely heavily on his professional judgment and we really appreciate his no-pressure approach and his commitment to his clients. Chris and Dawn D., Ottawa. I have ...

3

Don Eberley online articles and useful financial links

http://doneberley.ca/clients.html

Online articles by Don Eberley. Stocks, bonds and other swear words you were too embarrassed to ask about. What to do with a mutual fund that hasn't made money in years. Should you re-think your RRSP strategy in favour of a Tax-Free Savings Account? Why high net worth investors should give mutual funds a second look. Is that my financial advisor on the six o'clock news? How to avoid investment scams. Safety is a rising income and a full glass of milk. Don't put all your eggs in a thousand baskets. Please...

4

Don Eberley, independent financial advisor specializing in mutual fund RRSPs for Ottawa area families

http://doneberley.ca/index.html

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. Peace of mind for you. With 18 years of experience in rising and falling markets. If you are seeking a trusted advisor. And send any questions to don@doneberley.ca.

5

Don Eberley financial services including mutual funds, RRSPs and insurance

http://doneberley.ca/services.html

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 and 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.

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Don Eberley, independent financial advisor specializing in mutual fund RRSPs for Ottawa area families

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. Peace of mind for you. With 18 years of experience in rising and falling markets. If you are seeking a trusted advisor. And send any questions to don@doneberley.ca.

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