Financial Planners surrounding Ottawa ON (114 Result(s))

Since 1978, we have been providing clients in Ottawa, Westboro, Gatineau and surrounding areas with sound, professional and unbiased financial advice. Our philosophy has remained unchanged through the years and that is to make what can be a complex process, straightforward and easy to understand. We partner with numerous investment management and insurance firms to ensure that our clients benefit from the best available products and services. We challenge the methods in which traditional and non-traditional banks and other financial firms provide services to meet the needs of their clients.

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.