We develop an integrated financial plan for you through the use of detailed data capturing techniques, short and long range analysis, and several counselling sessions.

Your initial assessment will encompass a broad range of topics including cash-flow and debt management, investments, insurance, taxation, retirement planning and estate matters. Personal financial management begins with identifying your realistic lifetime cash flow and wealth accumulation objectives, setting asset distribution goals, and implementing a lifelong strategy to achieve those goals.  It is important to establish priorities, to take advantage of existing tax laws and to use various financial products and strategies to your advantage.

The financial planning process will be based on commonly accepted financial planning principles, mandatory standards of practice, and the detailed financial and personal information provided by you or your other advisors.


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!