Financial Planning – Ottawa, Ontario
Financial planning is the process of meeting the goals of your life through the proper management of your financial resources. It covers all matters related to your current financial situation, personal goals, retirement goals and your estate. It includes such elements as day-to-day cash flow management, choosing and managing your investments, retirement and estate planning, your insurance needs and tax planning.
The financial planning process is a comprehensive exercise, a logical step-by-step approach undertaken with your professional advisor to deliver a tailored, overall strategy designed to satisfy your immediate concerns as well as your long-term financial security.
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We have proudly served the Ottawa area for over 30 years and are accredited by Better Business Bureau.