Step 1. Plan – Ottawa, Ontario


  1. financial-planningInitial meeting: Arrange a personal one hour, no obligation consultation at our Ottawa location with one of our advisors. This fact-finding interview will give us an insight into your current financial situation and future goals.
  2. Financial Analysis: After the initial consultation, your advisor will analyze all of your personal financial details. We will arrange a second meeting to present you with a plan and recommendations to ensure your target lifestyle and goals can be reached, within your desired timeframe.
  3. Implementing the Plan: We believe knowledge is power. We do not intend to make financial decisions for you; we will provide you with concrete information and ideas, so that you can make informed decisions for you and your family with us.   You will have a solid understanding of the steps required to reach your goals. Once the plan is initiated, we can use it as a benchmark for monitoring the progress as we move forward.


Here are some examples of the areas we PLAN with our Ottawa clients:


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