Frederick Pratt Jr., CFP®

Frederick Pratt Jr., CFP®

  • Investment Fund Advisor*
  • Mutual Fund Representative*
  • Certified Financial Planner

 
You have financial questions for me?

880 Lady Ellen Place, Suite 200
Ottawa, ON, K1Z 5L9

Phone: 613-829-7874
Cell: 819-921-7803
Fax: 613-721-9781

fred.pratt@dfsin.ca

Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you — I'll consider every aspect of your financial security, including:

  • Establishing a personal budget
  • Reviewing your investments
  • Evaluating any insurance needs
  • Determining if you can reduce your taxes
  • Planning your retirement
  • Understanding your estate wishes, and any legal matters

After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.

 

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I became a financial advisor in 2020. I was attracted by the opportunity to help people. I’m able to provide unbiased recommendations and services tailored to my clients’ needs.

From day one, I received ongoing support from my financial centre, my sales manager and the network. My practice is always evolving for the better and being part of the network expands my service offering. I’m at a place where I can help my clients and their families achieve financial security.

I also feel the flexibility that this career affords me will come in handy when I’m ready to start my own family. As an independent financial advisor, I’m very happy with where I am. I’ve found my purpose here.

 

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Your life is constantly changing: having a family, buying a home, changing jobs, facing health issues, transferring your business, planning your retirement. That's why I will make sure your financial strategy is in step with your reality, while growing your assets and maintaining your quality of life.

We will rely upon the comprehensive review of your situation and your goals that we undertook together to guide us through good times and bad. No matter what life has in store for you, you can always count on me. I'm in your corner, always there to help you stay the course and push your limits. Together, we'll do more.

Desjardins Financial Security Independent Network and its counterpart in Quebec and New Brunswick, SFL Wealth Management, form a network of financial product and service distributers that focus on wealth management. We personalize our service offer to meet your changing needs. No matter the goals you set or the unexpected situations you face, the independent advisors affiliated with our network can help you develop a financial strategy. You can count on the stability of Desjardins, the leading cooperative financial group in Canada, the support of a multi-disciplinary team of financial professionals and their freedom to choose from the best offers available in the market.

 

 

 

 

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