Ottawa’s Financial Advisor

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Whether you are in the market for investment advice or want to develop a comprehensive financial plan, it is important that you partner with an independent financial advisor. These top-rated wealth management professionals are known for their dedication to client service and unbiased, objective guidance. With a broad spectrum of expertise and reasonable rates, they are a great choice for all of your financial planning needs.

How much money is it to talk to a financial advisor?

This Ottawa firm provides a wide range of personal financial advice, including investment planning, estate planning and retirement income planning. They are also experienced in investment decumulation strategies.

They have a legal fiduciary obligation to their investment clients and are committed to always putting your interests first. This firm has no account minimums and is open to working with a variety of investment accounts. URL :

She has a deep understanding of how money works and is able to match her clients’ unique circumstances with the right financial products and services. Her clients are like family and she finds the greatest satisfaction in helping them reach their financial outcomes. She is also an active member of the community and a sought-after speaker on retirement planning.

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