Ottawa Wealth Management

Our group of specialists offers a boutique experience within Canada’s largest and most trusted firm

When you look at what our clients need—comprehensive advice throughout their financial lives—it becomes obvious that the only way to deliver that is through a team of professionals. Whether you are looking to secure the retirement lifestyle you’ve envisioned, create a lasting legacy or simply enjoy peace-of-mind in your financial life, we have the diverse skills and commitment to be your guides.

Professionally, you’ll find we take pride in being accessible, proactive, and process-oriented.

Personally, we strive to be humble, compassionate, and engaged.

Team Credentials

  • Two Chartered Financial Analysts (CFA)
  • Three Financial Planners (CFP, PFP)
  • One Chartered Accountants (CPA, CA)
  • Two Chartered Investment Managers (CIM)
  • Five Licensed Insurance Professionals
  • Three Fellows of The Canadian Securities Institute (FCSI)
  • One Trust & Estate Practitioner (TEP)
  • One Chartered Financial Divorce Specialist (CFDS)

Team Experience

  • Over 150 years of combined investment and wealth management experience managing both personal and corporate assets
  • Recipient of the RBC Global Citizen Award
  • Hundreds of comprehensive financial plans completed
  • Successful management of hundreds of clients to and through retirement
  • Hundreds of investment policy statements developed and implemented
  • Successful navigation of clients through cross border, estate planning and personal/ corporate income tax issues
  • Management of large institutional mandates for both private and not for profit clientele