portrait of Derek K Friesen
FINANCIAL ADVISOR

Derek K Friesen

DFSA™
2438 New Street, Unit #6, Burlington, ON L7R 1J6opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Wealth strategies
  • Wealth protection strategies
  • Employee stock options
  • Divorce finances

Personal Interests

  • Baseball
  • Coaching Sports
  • Sports Enthusiast
  • Traveling
  • Board Games

Team Members

  • Megan Boehm
    Branch Office Administrator

Send Me a Message

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Office Information

Phone

(905) 631-9929

Fax

(866) 708-8558

Office Address

2438 New Street, Unit #6
Burlington, ON L7R 1J6opens in a new window

More to explore

Find your starting point

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

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Setting your path

We use an established process to help you reach your goals.

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