A comprehensive estate plan addresses issues such as probate fees, income taxes, life insurance, beneficiary designations, and estate management issues.  More complex estate plans may require the use of Trusts or gifting strategies.

We will work in tandem with your legal advisors to ensure that your estate plan meets all of your legacy objectives.


To have one of our Financial Planners contact you please submit the form below:

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.


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!