We have worked with hundreds of clients in transitional situations. The counselling is often required because of a Voluntary Retirement Program, a Workforce Adjustment Program, or a Corporate Downsizing.

Transition can be a time of considerable anxiety, and important and often difficult financial decisions need to be made.  Professional and objective financial advice is critical to ensuring a successful transition.  The focus of transition planning is generally on cash flow during the transition period, severance payments, tax planning, and pension plan decisions.


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!