Our Team

Our team understands that flexibility, diligence and trust combined with knowledge and experience are critical components to a successful relationship and a successful plan...

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Our Services

We are very honoured to have been chosen as the Consumer Choice Award winner for 17 consecutive years in the Financial Planning category in Ottawa. The fact that the award winner is chosen through an independent research company and voted on by you, the consumer, is what makes winning the award so special for us.

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2014 Market Recap & 2015 Outlook

We would like to wish you a happy, healthy new year and to thank you all for the opportunity to continue working with you. In 2015 we are looking forward to sharing relevant information more frequently with our clients through our website and social media outlets. To start, we thought we would provide a recap on the […] Read more

Christmas 2014 Holiday Hours Closed for Christmas Lunch Remembrance Day Everyday

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We Care About Your Tomorrow

Simplifying complexity with professional financial planning.

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