About
We have helped Canadians manage their money successfully for over 40 years.
Our Mission
To provide Canadian families with a trusted, human connection in their financial journey, offering personalized guidance through real conversations and genuine relationships.
Our Clients
We proudly serve Canadians and their families, both in Ottawa and across Canada.
You may be a salaried employee, self-employed, or a small business owner.
A father, mother, or grandparent.
Married, single, separated, or have lost a spouse.
Studying, working, or retiring.
You are unique — and so are the challenges you face. Through decades of experience working closely with hundreds of Canadians like you, we understand how to implement strategies that solve the unique problems in your life.
If you are asking the following questions:
“What should I be doing to provide financial security for myself and my family?”
“How can I grow my wealth, while avoiding taxes and potential investing mistakes?”
“How can I generate income from investments that will afford me the lifestyle I want?”
Then please consider contacting us for a complementary meeting.
Our Beliefs
Some firms promote overly complicated products and speculative investments. We prefer common sense solutions that work.
Every financial planner on our team is a CFP professional with 15+ years of advising on Canadian-specific financial issues.
We operate independently with a client-first philosophy. That means we have no sales quotas to meet, no sales managers, and no sales pressure. Our aim is to earn your business by doing a great job for you.
Our team prides ourselves on keeping up with latest industry practices, while staying true to the time-tested principles of wealth management.
These principles include:
Spending less than you earn.
Avoiding taxes and emotion-driven investing mistakes.
Investing with a goal in mind.
Operating Standards
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Modern enterprise-grade software is used to create plans, execute investment instructions, and secure your data.
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Institutional investing, insurance and banking partners safeguard your assets.
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Your data and the nature of our conversations are confidential.
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You will be greeted warmly by team members. We will be thorough, honest, and follow through on all commitments made to you.
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Meet where you are comfortable:
Our office for in person discussion
Video calls (Zoom, Teams) for your convenience, or
Your home for a personal touch (Ottawa area)
Schedule meetings directly with your advisor, or book conveniently from your phone using our Contact page.
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Feel comfortable knowing that recommendations made to you will be presented fairly and transparently. Discussions are open, and collaboration is encouraged.
You are in the driver’s seat through the entire process.
Recent testimonials:
“With your guidance and watchful eye on our investments I feel very confident that we are living a stress free comfortable life. My wife and I thank you both for your kindness and professionalism.” —Larry (Kanata, ON)
“Jason is always very thorough and responsive.” —Rouaida (Nepean, ON)
“My family and I have been working with Steve for several years and his personalized approach has made planning for our children’s educations and plan for retirement all the difference.” —Bruce (Ottawa, ON)
“I appreciate all the wonderful personal service that Jason and his team provide us.” —David (Nepean, ON)
“Jason - Thank you very much for a very productive meeting. I appreciate your keen overview of the state of my investments.” —Lilianne (Vanier, ON)
“Being a young healthcare professional I knew that managing my finances was essential. Thanks to Steve, I have a clear roadmap for my future and an individual I can trust to navigate any financial challenges that may arise.” —Katya (Kemptville, ON)