Planning Life. Growing Wealth. Simplifying the Journey.

Your Partner in Building and Securing Lifelong Wealth

We are an independent, Ottawa-based wealth management office proudly serving client families across Canada.

We provide full-service financial planning, investment management, and insurance solutions — all designed to support your unique goals.
Through our brokerage relationships, you gain access to many of the industry’s most respected investment and insurance providers, ensuring unbiased, best-fit solutions without limitation to any one company.

Our strength lies in helping you implement, grow and integrate every area of your wealth — aligning your financial strategy with your long-term life vision.

Main Areas of Focus:

• Personal and Corporate Financial Planning
• Retirement Income Planning
• Wealth and Asset Management 
• Insurance
• Tax & Estate Planning

What Sets Us Apart?

Being an independent financial planning office means I work for you, not a bank or insurance company. My advice is completely unbiased, and my focus is on building a plan that fits your life, not someone else’s agenda. You’ll get honest guidance, a clear strategy, and a partner who’s here for you at every stage.

• No Product or Company Bias
  • We are not tied to any bank, insurance company, or proprietary product line.
  • Recommendations are based solely on what’s best for the client — not sales quotas or company incentives.
• Fiduciary Responsibility
  • We operate as fiduciaries, meaning we are legally and ethically bound to act in the client's best interest.
  • This contrasts with some advisors at larger institutions who may operate under a suitability standard.
• Broader Access to Solutions
  • We choose from a wide range of investment options, insurance carriers, and financial tools without restriction.
  • This creates truly customized plans rather than cookie-cutter portfolios.
• Personalized Service
  • With fewer corporate layers and more autonomy, we strive to deliver more responsive and tailored services.
  • We often work with fewer clients, allowing for deeper relationships and long-term planning.
• Transparent Fee Structures
  • Our independence typically comes with clear, transparent pricing, whether that’s fee-only, flat fee, or a mix — with no hidden commissions.
• Collaborative Flexibility
  • We often collaborate freely with clients’ attorneys, tax professionals, and other advisors without internal red tape, making us ideal for holistic planning.

Our 5 Step Process:

1. Introduction: The goal is to get to know you, your family, and/or your business better to determine how I can provide the most value. If our engagement aligns with your needs, I will outline the terms of our relationship and explain my process, client service model, fees and investment philosophy.
2. Define and prioritize goals: We will engage in a thorough conversation to identify what matters most to you and your goals in areas such as financial management, retirement income planning, wealth accumulation (investing), risk management (insurance), tax efficient strategies and estate/succession planning. I will also be requesting information and documentation to understand your current situation.
3. Explore choices: I create a draft summary of some recommendations to be executed and work to be done. This is where I outlay the work I will be doing for you with a start-to-finish agenda. If you wish to work together, we will review and sign my Letter of Engagement: Expectations from the planner and client, on-going client service model, my fees and process
4. Implement the recommendations: Edits from the draft will be made to deliver a finalized version of a plan to start implementing. This is where we will open any accounts and get started on the steps. We will outline a future planning roadmap that establishes the goals and action items we will want to achieve in that time. This will be set based on what works best for your plan and yourself.
5. Track and manage progress: Once your plan has been implemented, our work is not finished. We review your plan during regular review meetings discussed in the roadmap to ensure you remain on track and we have an opportunity to make any changes to maintain a plan for success. This will also provide an opportunity to discuss new goals and needs

Want To Learn More? Book An Intro Meeting