Imagine an unexpected $670,000 inheritance out of the blue from a long lost uncle. It doesn't just happen in the movies-it really happened to Diego and Renata Padilla. With a baby on the way, it will change their lives forever.

MoneySense, Julie Cazzin
January 2015

"Diego is very risk averse", "He likes investing, but emotionally he panics" says Certified Financial Planner, Ayana Forward.

Full text: A Windfall of Worry


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!