June 25th, 2019

 Ottawa Retirement Advice According to Research, 45% of Canadians hoped to retire before the age of 65, 24% planned to retire at exactly 65 or even later, while 35% just didn’t know. It is important to find where you fit into these statistics. Preparing for the retirement process means finding out about your sources of income, preparing for retirement anxiety, tracking your cash flow, getting your team of advisors ready… Read More»


June 25th, 2019

What’s the Difference Between a Financial Planner & Financial Advisor?

June 24th, 2019

Though some people use the titles interchangeably, financial planners and financial advisors are two different entities that revolve around helping clients meet specific financial objectives. However, planners and advisors work differently. Necessary qualifications and education are also different. What Does a Financial Planner Do? Beyond the province of Quebec, anyone can call themselves a “financial planner.” In Canada, you do not need a designation to be called a financial planner,… Read More»

Ottawa Financial Services

April 4th, 2019

[slider id=”42″] Our Process 1. Plan Complimentary no obligation financial consultation Evaluation of your current financial situation Develop a financial plan and implement strategies to meet your financial goals Click here 2. Protect Analyze existing work benefits and/or individual insurance plans Help you understand the importance of various types of insurance and simplify your options Maximize benefits and minimize costs Click here 3. Prosper On-going personal reviews to monitor and… Read More»