Our fees are based on the complexity of a client’s financial situation, and the scope of services provided. We offer several different options depending on the nature of the engagement:

  • Hourly Fees
  • A Set Fee for a specific engagement
  • Annual Retainer Fees
  • A Fee based on the Percentage of Assets Under Management

A portion of our fees may be deductible as accounting fees or investment counselling fees.

We would be happy to review your financial circumstances and provide an exact quote at no cost or obligation to you.


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!