Desjardins Financial Security Independent Network

06/23/2026

Did you know that recent statistics showed that tens of thousands of taxpayers were paying penalties – often over $1,000 – simply because they didn’t manage their deposits and withdrawals correctly?

Here are five things to keep in mind to avoid ending up in that situation. 👇

...and avoid costly penalties.

06/19/2026

Sending love and gratitude to all the dads. Enjoy a weekend of making new, heartwarming memories with your loved ones!

06/17/2026

Our very own David Feldberg, Managing Director of DFSIN Ottawa, and his daughter, Dalia Feldberg—a fast-rising star in the business—are featured as the cover story in the latest issue of FORUM magazine by Advocis, The Financial Advisors Association of Canada.

Here are a few standout quotes from this fascinating feature:

“When she told me that she wanted to come into the business, I thought she was pulling my leg,” — David Feldberg, a 35-year industry veteran.

“I did a lot of school. After graduating, I realized that everything I like, I can actually do with my dad.” — Dalia Feldberg, who holds a Master’s in Sustainable Business and Innovation

Bringing loved ones into a business is always tricky—especially when Dalia and David not only work together but also live under the same roof.

Find out how they make it work—read the full article. ⬇️

In this edition of FORUM Magazine, we explore some of the biggest conversations shaping the profession today. In Relative Success, Diane Peters examines the opportunities and challenges of bringing fa

06/12/2026

Today's question: how to balance wealth preservation and long-term needs.

It's all about finding that sweet spot. 👇

https://www.dfsin.ca/en/news-insights/what-return-should-you-aim-for-in-retirement.html

06/04/2026

💡 Spotlight | Alina Robertson | DFSIN Ontario Central

Alina’s journey into the financial services profession began in public audit as a Chartered Professional Accountant, followed by more than a decade in corporate finance. Today, she brings that strong technical foundation into a client‑centered advisory practice—while also balancing life as a wife and young mother. What she values most about her work is the ability to be her own boss and make a meaningful, lasting impact on the people she serves.

When asked what advice she would give to someone considering this career, Alina had some wise words to share, "Our potential is dictated by our own mindset. Invest in yourself and your education, but don’t underestimate the power of hands-on learning. Be consistent. Stay motivated. Make this business your own."

🎙️Find out more about what Alina thinks are the best things about being a financial advisor and why she has chosen to partner with us. ⬇️

https://www.dfsin.ca/en/join-us/alinas-story.html

📽️ And hear what the DFSIN difference means to her, as seen on various streaming platforms now. ⬇️

https://youtu.be/QuoXbd9oiQA?si=YcNucAMLPXr07BGP

Join a network that's invested in your success. dfsin.ca/join-us

06/03/2026

Why should your business plan include a life insurance policy? Here are four reasons to consider it.

Does your business plan include a life insurance policy? Here are four reasons to consider it.

05/28/2026

What do dry cleaning businesses have to do with building a standout financial advisory practice? You’re about to find out.

Alyssa Anderson—one of the most accomplished advisors with DFSIN Southwestern Ontario—returns to the Discovery Series Podcast to share her remarkable journey in this episode titled "Intrinsic Drive: Brand, Community and Grit".

One of the podcast’s earliest featured advisors, Alyssa joins hosts Reh and David again just ahead of the show’s 5th anniversary—this time with a whole new level of professional growth and perspective. In under 40 minutes, they unpack the evolution of her career and the mindset behind her success.

From growing up in a family-run small business, to making a bold career shift, to building a unique and trusted personal brand within her community—Alyssa’s story is authentic, insightful and inspiring.

🎧 Don’t miss this captivating conversation.⬇️

https://shorturl.at/0dQhA

Alyssa Anderson - DFSIN
Desjardins Financial Security Independent Network - South Western Ontario

Discovery Series: Unplugged · Episode

05/26/2026

Understanding stock market indices may not be as difficult as you thought. Here are five questions – and answers to make sense of them.

In five questions – and answers.

05/21/2026

We know the kind of impact that inflation can have on our purchasing power. But just how do they go about measuring it?

Here is inflation in a nutshell. ⬇️

We know the kind of impact that inflation can have on our purchasing power. But how do they go about measuring it?

05/20/2026

Frederick Pratt chose to partner with DFSIN for a reason — access, flexibility and the freedom to do what’s right for his clients.

With a full marketplace of solutions and the independence to build your own book, you’re empowered to deliver advice that’s truly unbiased and client-first. No compromises — just the standard you expect from a leading network.

Build your business with a partner invested in your long-term success. Join us and experience for yourself.

➡️ dfsin.ca/join-us