This service includes an evaluation of your current investment portfolio relative to your investment objectives, your time horizon, your risk profile, tax considerations, need for investment income, as well as other factors including the need for liquidity and estate planning issues.

Financial Planning Seminars November 2017

Register For Seminar

Our firm will be providing a series of planning seminars throughout the month of November. We will be discussing retirement planning as well as the complexities of family estate planning and how you can prepare yourself and your family to address these important financial subjects.

Contact

Schedule an Initial Consultation

Phone: (613) 596-3353
1565 Carling Avenue, Suite 602
Ottawa, Ontario, Canada K1Z 8R1

We have been providing financial services to Ottawa Professionals, Small Business Owners and Families since 1994. Give us a call today to discuss your financial objectives. We'd love to hear from you!