David Renaud Berger
- Financial Security Advisor
- Group Savings Plan Representative
My role consists in offering you the best possible solutions adapted to your financial security needs. I am committed to helping you:
- Protect yourself should you be faced with a disability, a loss of independence or a serious illness
- Plan the financing of your projects
- Manage your debts
- Establish your financial needs at retirement
- Prepare your estate plan
Building a solid financial security plan together will help you balance all the aspects of your life by providing ways to prevent and protect against the financial risks associated with a disability, illness, loss of independence or death.
I am committed in guiding you in the achievement of your financial security goals by transforming your ambitions into concrete solutions to ensure that they are realized.
I stay on top of all the latest developments in the area of financial security planning and continually update my knowledge to ensure that I can offer the best and most current advice, with your needs front of mind.
I have decided to associate myself with SFL Partner of Desjardins Financial Security, a major distributor of financial products and services that gives me all the support I need to provide the excellent service my clients have come to expect. A subsidiary of Desjardins Financial Security, a leader amongst Life and Health Insurers in Canada, SFL and its counterpart outside of Quebec Desjardins Financial Security Independent Network have over 1,500 partner representatives and more than 40 financial centres and sub-branches from coast to coast.