With over 30 years in the industry, our team has built a reputation as trusted Ottawa financial planners for clients with intricate financial needs. We continuously expand our knowledge, including advanced training like the CEPA designation, to ensure we’re prepared for any challenge. This commitment means when your planning involves multiple layers—business structures, retirement income strategies, or intergenerational wealth transfers—we have the insight and skill to handle it. Clients value our ability to anticipate what’s next, making complex decisions clear and manageable.
As Ottawa financial planners, we go beyond surface-level advice to provide the depth that high-net-worth financial planning requires. Our approach includes detailed cash flow modelling, annual tax reviews, and integrated estate planning strategies. As trusted Ottawa financial planners, we ensure your investments, retirement income, tax planning, and estate strategies all connect seamlessly. Clients often tell us, “No one’s ever done this for me before,” because we uncover opportunities that others overlook—helping you protect and grow what you’ve worked so hard to build.
Many of our clients are business owners or professionals whose financial lives extend beyond a simple portfolio. We create strategies for business succession, decumulation over decades of retirement, and corporate structure optimization. For business owners preparing to sell, we provide guidance on timing, valuation, and tax efficiency, ensuring the transition protects your legacy and supports your future goals. This expertise has made us a go-to financial planner for business owners in Ottawa and across eastern Ontario.
Every client we work with has a unique story, but they all share a common goal—wanting a financial plan that connects every moving part of their wealth into one clear strategy. With over 30 years of experience, our team brings the depth, rigour, and specialization needed to handle complex planning. From detailed cash flow modelling to advanced tax and estate strategies, we bring together every detail so your financial life runs as one cohesive plan.
We help you create a clear, sustainable plan for drawing income in retirement, balancing lifestyle needs with long-term security. By sequencing withdrawals and optimizing tax efficiency, we make sure your retirement years are supported by a steady, reliable strategy.
Our tax planning focuses on keeping more of your wealth in your hands through careful structuring of income, investments, and withdrawals. We use every available credit, deduction, and timing strategy to minimize taxes and align with your overall plan.
We build and manage portfolios that align with your objectives, risk tolerance, and time horizon. Our approach ensures your investments are not only built for growth but also integrated into your broader financial strategy.
Our clients trust us because we understand the full scope of their financial lives—not just the numbers, but the milestones, challenges, and opportunities that shape their decisions. Drawing on decades of experience and a depth of planning few advisors match, we guide people through life’s most complex financial chapters with clarity and confidence.
Business Owners and Entrepreneurs
We help business owners navigate the transition from active ownership to life’s next chapter, whether that’s selling, passing the business to family, or stepping back gradually. Our approach covers valuation, tax strategy, timing, and legacy considerations to ensure your hard work translates into long-term security.
Pre-Retirees And Retirees
We help pre-retirees prepare for a confident transition out of the workforce and retirees make the most of the years ahead. Our retirement income strategies, tax planning, and investment management are designed to protect your lifestyle and give you peace of mind for decades to come.
Dentists and Healthcare Professionals
We have extensive experience helping dentists manage the financial side of practice ownership, from incorporation strategies to tax planning and eventual sale or transition. Our goal is to make sure your professional and personal finances are working together to support both your practice and your lifestyle.
When we first started working with Steve, we had no idea he could help us with all of our financial needs. The breadth of the help he has been able to give is impressive. On the one hand he’s helped us with our retirement, estate planning and wills – on the other hand, he’s been working with our two sons who are just starting out with their investments. We realized the importance of starting early so we encouraged our kids to take the advice now. Steve is very professional and credible, and we value having someone we can trust to pay attention to the finances so we can get on with other things. Even when we stood back to take a look at the bigger picture and other options, we still feel this is the right fit for us.
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