Effective financial planning requires in-depth knowledge of investments, insurance, taxation, cash-flow planning, retirement planning and estate matters. We offer counselling and assistance to clients in each of these areas, as required. We can help you identify and clarify your objectives, and develop strategies to attain those objectives. You can choose from several different service packages, depending on your individual needs:

Private Client Service — a comprehensive financial planning and wealth management package designed to meet all of your financial planning and wealth management needs.

Modular Financial Planning — guidance on a single, specific challenge, such as:

  • Retirement
  • Pension decision
  • Estate planning
  • Severance package

Services for Small Businesses — accounting and advisory services for professionals, entrepreneurs and small business owners.

Comprehensive Financial Planning — a review and analysis of everything that is critical to your ability to achieve your lifetime financial goals.


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


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!