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    Your Life - Your Choice

Our Team

 

Our collective philosophy is all about your choice.

Our process and engagement is about what is important to you.

We bring advice, expertise and solutions; you make the decisions.

 

 

Executive Team

Frederick Pratt, MFA, RWM Financial Advisor

613-829-7874 Ext. 292
frederick.pratt@dfsin.ca

Caroline Daigle Life and Health Insurance Advisor

613-829-7874 x218
caroline.daigle@dfsin.ca

Frederick Pratt Jr., CFP®, CLU Certified Financial Planner®

613-829-7874 x 217
fred.pratt@dfsin.ca

Alyssa Doyle Executive Assistant to Frederick Pratt & Frederick Pratt Jr.

613-829-7874 x 211
alyssa.doyle@dfsin.ca

Team Members

Bitania Tesfay Executive Assistant to Caroline Daigle

613-829-7874 Ext:200
bitania.tesfay@dfsin.ca

About Us

We are dedicated to providing investment solutions and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

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  • Home
  • About Us
    • Our Team
    • Our Planning Process
    • Mission
  • Services
    • Business Owners
    • Corporate Executives
    • Professionals
    • Retirement / Investments
    • Group Benefits
  • Podcasts / Tidbits
  • Partners
  • Resources
    • Calculator Library
  • Contact

Address

Suite 200
880 Lady Ellen Place
Ottawa ON K1Z 5L9

 

® Registered trademark owned by Desjardins Financial Security Life Assurance Company
* Mutual funds distributed through Desjardins Financial Security Investments Inc.

Life and health insurance products are provided through Wealth Harvest Group through Desjardins Financial Security Independent Network. Life and health insurance products and services are not available through Desjardins Financial Security Investments Inc. (DFS Investments) nor are the insurance plans or services available and/or offered, supervised or reviewed by DFS Investments. DFS Investments is the mutual fund dealer through which mutual fund products and services are provided.

This site is not the property of Desjardins Insurance¹ or Desjardins Financial Security Independent Network. They do not have any control over the content or the use of the site.

Desjardins Insurance¹ and Desjardins Financial Security Independent Network shall not be liable or responsible to any person for any harm, loss or damage (whether arising in contract, tort, negligence or otherwise) that may arise directly or indirectly from this site, the use, inability to use, or malfunctioning of this site or the information contained herein, including any direct, indirect, special, third party or consequential damages.

This site is not the property of Desjardins Financial Security Investments Inc. (DFS Investments). DFS Investments has control over the content of this site by their review of the information provided in accordance with its policies and procedures. DFS Investments is not responsible for the content in this website that is unrelated to the business of DFS Investments nor is it responsible for the monitoring or supervision of these other business activities.

Desjardins Financial Security Investments Inc. (DFS Investments) is a corporate body separate and apart from Desjardins Insurance¹.
DFS Investments is a mutual fund dealer registered in every Canadian province and territory and an exempt market dealer registered in Quebec. It is also registered in every Canadian province and territory for the distribution of insurance products. DFS Investments' advisors may be qualified to provide advice on mutual funds, exempt market products and other investments products, among other things. 
In Québec, DFS Investments is also registered as a restricted dealer, a group insurance of persons and a financial planning firm.
Unless otherwise indicated, investments in products distributed by DFS Investments are not insured, in whole or in part, by the Canada Deposit Insurance Corporation or by another public deposit insurance fund, as the case may be, nor are they guaranteed, in whole or in part, by Desjardins Insurance¹, and their value is subject to market fluctuations.

¹ Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.

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