With retirement in sight, the time has come to revisit and focus your financial planning activity. The objective of the retirement financial plan is to ensure that your assets and pension income will be sufficient to meets your retirement lifestyle needs.  Tax efficiency and the portfolio restructuring are also critical components to a successful retirement plan.


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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!