D&A Financial Services Inc.

We are a dedicated, knowledgeable and genuinely interested team of individuals who enjoy serving central Albertans with their insurance, investment, and estate planning needs.

Derrick Peterson, a 20-year veteran of the financial services sector, is president of D & A Financial Services Inc. (1996), a Central Alberta based firm offering financial advisory services to affluent clients. D & A Financial Services Inc. employs a highly personalized approach in helping affluent Canadian individuals, families and organizations preserve and grow their capital, and assists in carefully transferring their assets to future generations. Aside from being dedicated and focused on his clients, Derrick always finds time to spend with his loving wife and three great children. Family comes first, then golf, hockey, friends, and hotrods.

Bachelor of Physical Education majoring in Administration from the University of Alberta.
Specializes in Farm & Small Business Succession Planning.
Completed the Growing your Business – Leader Round Table at Ivey School of Business, Canadian Investment Funds, and the Business Insurance Taxation course in 2004, 2002 and 1991 respectively.
Actively engaged in ongoing industry continuing education programs.

Member of The Wealth and Estate Planning Group(WEPG).
Member of Conference for Advanced Life Underwriting (CALU).
Past President of the Central Alberta Advocis Chapter 2007, 2008 and part of 2009 (The Financial Advisor Association of Canada) – Active member since 1989. (Advocis is our industry’s governing body in Canada).
Past President of the Red Deer South Progressive Conservative Association in 2006 & 2007.

Doug Silverberg, ideas guy, has been an employee benefit specialist since 1990. This leader and visionary became partner of Silverberg Group in 1996 to specialize in applying creative and unique solutions for his clients in the employee benefits consulting field. He and his brothers have since become the exclusive managers and marketers for Canadian Bar Insurance Association programs across Alberta and the Northwest Territories. Although he loves to hunt, fish and enjoy the great outdoors, his family comes first; his favorite thing to do is hang out with wife and kids in Montana. This former "serious golfer" now only swings for fun.

Expertise

Bachelor of Arts (Economics) from University of Calgary
Recruited by London Life in 1990 and trained as employee benefits specialist
Exposure to Calgary, Toronto, Vancouver and Edmonton markets

On several not-for-profit boards
Member of International Foundation of Employee Benefit Plans (IFEB)
Member of Conference for Advanced Life Underwriting (CALU)

Scott Silverberg, partner of the Silverberg Group, has an almost perfect record for results, in part because he's so analytical and methodical, detail-oriented and deliberate. An employee benefit specialist since 1992, Scott researches, develops and implements innovative approaches to group insurance, group retirement needs and the provision of private healthcare alternatives. His recommendations will be based on a thorough understanding of your situation and appropriate product or services from highly qualified companies. As sharp and professional as he is, Scott's not quite perfect: His golf swing is never good enough and his taste in wine may never be described as refined, but he's easy to get along with and great fun outside the office.

Expertise

Economics degree from University of Calgary
Certified Financial Planner (CFP)
Completed Canadian Investment Funds Course
Actively engaged in ongoing industry continuing education programs
Exclusive representative for Canadian Bar Insurance Association for Alberta and the North West Territories.

Board member of the Canadian Association of Family Enterprise (CAFÉ)
CAFÉ president from 1999-2002
Former Board member of Canadian Association of Insurance and Financial Advisors
Active member of the Conference for Advanced Life Underwriting (CALU).

Derrick J. Peterson, BPE

Doug K. Silverberg, BA (Econ)

Scott Silverberg, BA, CFP