"Since the TFSA money is for the long-term—retirement—now’s the time for her to educate herself on investing and look at a strategy that she will understand and be comfortable with" says Vickie Campbell, a certified financial planner with Ryan Lamontagne in Ottawa . 

Chris Upton is 42 and looking for a simple investment strategy while she focuses on her business. Here’s what the pros suggest

Julie Cazzin, July 2017

Full text: A no-fuss TFSA

Financial Planning Seminars November 2017

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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.

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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!