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FDG Financial Solutions Inc.

For many successful business owners, incorporated professionals, executives, and affluent families in Ottawa, financial success brings opportunity, but it can also bring complexity.

 

Over the years, your financial life grows in multiple directions. Investments accumulate. Corporate assets expand. Insurance coverage evolves. Tax considerations become more sophisticated. Retirement, estate, and succession goals begin to take shape. While each element may serve an important purpose, they are often managed independently rather than as part of a coordinated wealth strategy. 

 

That is where uncertainty can emerge.


Not because you've made the wrong decisions, but because financial complexity rarely arrives all at once. It builds gradually over time, making it difficult to see how every piece works together and whether opportunities are being overlooked.

 

At FDG Financial Solutions Inc., we help high-net-worth individuals, business owners, and professionals gain clarity and confidence around their financial future. We take the time to understand your complete financial picture, helping you align investment management, tax-efficient wealth strategies, insurance solutions, retirement income, estate considerations, and business succession objectives into a clear, coordinated roadmap.


Our goal is simple: to help you preserve and grow your wealth, reduce unnecessary tax burdens, protect what matters most, and make informed decisions with confidence.

 

Because true financial success is not simply about accumulating wealth. It's about knowing your financial future is working as efficiently and effectively as possible.

 

FDG Financial Solutions Inc. is committed to helping Clients achieve lasting success through a disciplined, Client-focused process designed to bring clarity, confidence, and peace of mind.

 

Languages spoken: English, French, Italian

Phone: (613) 567-9700 x2246

Email: fdg@sunlife.com

Address: 333 Preston St, Suite 700, Ottawa, ON, K1S 5N4 Canada

Frank Dirienzo

Whether you’re a small or large business, I can help you protect your employees through our workplace solutions – including innovative wellness programs – and retirement options. I’ll help you strengthen your balance sheets with innovative financial solutions. We’ll work together to help you invest in the health and well-being of your workplace – bringing everyone one step closer towards achieving lifetime financial security.

Job Title: Financial Planner, Sun Life, CFP®

Phone: (613) 282-1483

Email: frank.dirienzo@sunlife.com

Address: Ottawa, ON

David Gunn

I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.


Job Title: Financial Planner, Sun Life, B.A., CHS™, RRC®

Phone: (613)567-9700 X 2275

Email: david.gunn@sunlife.com

Address: Ottawa, ON

Tony DeLuca

Job Title: Associate Advisor, Sun Life

Phone: 613-614-9557

Email: tony.deluca@sunlife.com

Address: Ottawa, On

Rob Bassi

Job Title: Associate Advisor, Sun Life

Phone: (613) 567-9700 E xt 2509

Email: rob.bassi@sunlife.com

Address: Ottawa, On

Brandon Deuville

Proud born and raised Nova Scotian with the accent that still won’t quit. Brandon brings those down-home East Coast qualities to help serve and protect Clients. Gently encouraging more in-person than virtual communication, he develops and maintains relationships best when meeting at your kitchen table or out on your deck. Clients appreciating a more hands-on experience will derive value by working with Brandon as their trusted advisor. He loves his wife, littles and buddies. He thinks he can still play soccer and hockey (but only in his dreams). Fun fact: his eyebrows in this photo received reduction surgery. He sports much bushier ones in person. Book a living room appointment and see for yourself.

Job Title: Associate Advisor, Sun Life

Languages spoken: English

Phone: (613) 852-3440

Email: brandon.deuville@sunlife.com

Address: Ottawa, ON

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.