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Desjardins Financial Security
Independent Network and Investments Inc.
2301 Carling Ave.,
Suite 200
Ottawa, ON K2B 7G3

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Our Associates

Van Whitehead M.B.A., CFP
Certified Financial Planner

“Helping people meet their life goals through comprehensive financial planning”

Philosophy/Mission Statement

There are many plans and products available in today's market. My role is to help clients make the right choices to meet their financial goals.

Experience and Education

  • Financial planner since 1997
  • Received Certified Financial Planner designation in 1999
  • Previously a financial and economic policy advisor with the federal government
  • Member of Advocis™ (Financial Advisors Association of Canada)—an association of professional financial advisors
  • Volunteer tax preparer at Olde Forge Community Resource Centre

Professional Focus

Van helps his clients through all stages of financial planning. Retirement planning is usually the starting point to ensure that people have the resources to meet their lifetime income needs. Insurance is also part of the plan to protect family income and investments. Van also works with retirees to help them get the most from their investments and government benefits. Effective estate planning can families today and also help generations down the road.

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Van Whitehead

Van Whitehead M.B.A., CFP
Certified Financial Planner

Desjardins
Financial Security
Independent Network and Investments Inc.
2301 Carling Ave.,
Suite 200
Ottawa, ON
K2B 7G3

Please feel free to contact me through one of the following methods:

By phone:
 (613) 829-8855
Ext. 240

Or e-mail us using our quick and easy contact form on the left.

www.vanwhitehead.ca

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