We help business owners and professionals move from active business or professional income to retirement investment. Our turnkey personalised approach will enable you to plan, manage and implement your financial future.
How We Got Started
All of our Advisers come from backgrounds with major Canadian banks and were looking for a home where both they and their clientele are treated as more than dollars and cents on the income statement of a huge corporation.
Our Ideal Customer
Our ideal customers are couples between the ages 45-65 and their families. Typically, the are professionals, business owners, civil servants or career academics, with $350,000+ in total combined investment assets (RRSP, TFSA, Non-Registered, Trust, Corporate) who are actively thinking about, and planning for, their retirement.
Lead Financial Planner/Portfolio Manager
Products & Services
We offer fee only financial planning as a separate and distinct service from our investment management offering. The offering itself provides in depth analysis, cash flow projections, unique solutions and recommendations for complex business and personal financial situations including taxation...
402-222 Somerset St W Ottawa, ON K2P2G3