Build your wealth

financial advisor ottawa insurance and investments

Building your path

We start with getting to know you. Let's get goals on paper, let's document financial achievements and understand past setbacks.

Travelling that same path

We will build a relationship that works. It's a two-way street. I need good, honest feedback to help navigate. If something is working well, let me know. If its not, that's also important.

Areas we work on

Budgeting, cash-flow, investing and advanced retirement income planning are key components of our work together.
We will help you analyze your spending habits to better forecast your needs in retirement
We will develop portfolios suited to your current stage of life and mesh them with your budget

Accounts we service

Registered Retirement Savings Plans (RRSP)
Tax Free Savings Accounts (TFSA)
Non-registered investment accounts
Registered Education Savings Plans (RESPs)
Guaranteed Investment Certificates (GICs)
High Interest Savings Accounts

Review

We will require regular meetings of you. A comprehensive review of the plan is conducted at regular intervals.