Serving the Ottawa Community as Independent Financial Planners for over 16 Years. We all have dreams for the future.
Our team of professional planners can help you realize them. By assessing where you are today and identifying your aspirations for tomorrow, we will design a comprehensive, innovative and realistic financial plan to help ensure your personal financial vision becomes a reality.
Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.
Vera is the first advisor who looks at our whole financial health - not just our investments - but also our mortgage, life insurance, budgeting. It's important because we were paying for duplicate coverage in some cases, or didn't have coverage that we thought we had.
Vera starts every meeting by asking me “what’s happening in your life”, like a friend who wants to understand you, but her motivation is that she’s listening and using the knowledge to build a plan that considers every detail of your life.