We have worked with hundreds of clients in transitional situations. The counselling is often required because of a Voluntary Retirement Program, a Workforce Adjustment Program, or a Corporate Downsizing.

Transition can be a time of considerable anxiety, and important and often difficult financial decisions need to be made.  Professional and objective financial advice is critical to ensuring a successful transition.  The focus of transition planning is generally on cash flow during the transition period, severance payments, tax planning, and pension plan decisions.


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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!