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Financial Planning

Financial Planner: Ottawa and Across Canada

Financial planning is about peace of mind. Whether you live in Ottawa or across Canada, your financial planner will create a personalized financial plan based on your unique situation. Your plan will be updated regularly to help keep you on track.

We help you understand and navigate what can be a complicated landscape as you plan for your financial future.

Our plans focus on what is important to you.

We take an in-depth look at your current and future financial position

We provide recommendations on how to best manage your assets

We help you deal with life’s unexpected events and ensure you and your loved ones are protected

We recommend strategies to help you minimize or defer taxation

We help ensure your financial well-being throughout your retirement years

We assist in the creation of an estate plan, which helps ensure your assets are distributed to your intended heirs in the most efficient manner possible

Whether you’re a business owner or physician with a Medical Professional Corporation, we help you create the best structure to ensure your financial well-being


What is financial planning?

Financial planning is the disciplined, multi-step process of assessing your current financial and personal situation against your future goals and desires. A financial plan will help ensure you achieve these goals. It will outline strategies and help you prioritize in a way that optimizes the allocation of your resources. Financial planning considers the interrelationships among relevant financial planning areas in formulating appropriate strategies. Such areas include financial management, investment planning, insurance and risk management, retirement planning, tax planning, estate planning, and legal aspects.

Financial planning is an ongoing process involving the regular monitoring of your progress toward meeting your personal goals, needs and priorities, a re-evaluation of financial strategies in place, and recommended revisions, where necessary.

What is a financial planner?

A financial planner is an individual who possesses the requisite knowledge, skills, abilities, and professional judgment to capably provide objective financial planning advice at the level of complexity required by the profession. They should agree to be accountable to a professional oversight organization’s practice standards and code of ethics that includes an obligation to put their clients’ interests before their own.

How do I work with a financial planner?

You and your financial planner meet either in-person, via video chat or over the telephone. During this meeting, your financial planner will ask you a series of questions in order to get to know your current situation and future goals. They will then take this information away (it usually takes about one week) and carefully craft a personalized financial plan for you. You will meet periodically to update your plan and help keep you on track.

Are financial planners regulated?

In all Canadian provinces except Quebec, financial planning is a case of buyer beware. There are no legislated standards for financial planners or financial planning in general. However, you can protect yourself by dealing with a Certified Financial Planner (CFP) or someone who adheres to similar competency and ethics requirements as provided by FP Canada.

FP Canada is the national professional body dedicated to championing better financial wellness for all Canadians by certifying professional financial planners and leading the advancement of professional financial planning in Canada. Through the FP Canada Standards Council™ division, FP Canada establishes financial planning standards and enforces those standards among FP Canada certificants: Certified Financial Planner® (CFP),  Qualified Associate Financial Planner™ (QAFP) professionals.

In Quebec, any individual claiming to be a financial planner (or F.Pl.) must have an IQPF diploma and the appropriate certificate issued by the Autorité des marchés financiers or, be authorized to bear the title by a professional order who has an agreement with the Autorité des marchés financiers (such as FP Canada).

Full Service Wealth Management

Schedule a meeting and begin your full service on-boarding with a portfolio manager. Minimum asset levels apply.

Contact Us

Questions? Contact us via email, telephone or schedule a meeting.