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InsuranceInvestments& MoreGet your money working harder
& have the proper protection in place.
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When can I retire?Will my money last?Where do I invest?Can I pay less taxes?As a Registered Retirement Consultant-RRC®
I can help you plan and manage your retirement.
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Are YourInvestmentsGuaranteed?Combine thegrowth potentialof investment fundswith insurance protection.
Ottawa's Retirement Planner
Being an Independent Ottawa Retirement Planner that specializes working with Ottawa families allows me to place my clients needs and the planning process first. After I have an understanding of your needs, your goals and objectives, I can then piece together your plan with the best products and services from various financial and insurance companies. This allows me to act in my clients best interest, provide custom financial solutions and my clients can trust that my recommendations are based on THEIR needs.
- Trust - Recommendations are always in your best interest period
- Choices - I am a broker so I will find the products and services that best meet or exceed your needs at the lowest cost
- Clarity - I take the time to clearly explain my recommendations so you can make an informed decision
- Support - I am available days, nights and weekends to answer your questions
Book a Free In Home or At Office Appointment Now
Retirement & Estate Planning
Get a sound strategy and written retirement plan to help manage and invest your assets, maximize your retirement income and provide a detailed look at the estate planning process and the many considerations and strategies involved in developing an estate plan.
Read MoreFinancial Planning & Investments
With my planning process we sit down together and look at all the pieces of your financial puzzle. I then ask, "What do you want your financial Big Picture to look like?". I put the pieces together to make a complete picture so that you can retire to your something, not just from something.
Read MoreLife, Critical Illness & Disability Insurance
If something happened to you, you want to be certain you have the right coverage to protect your family, your lifestyle and everything you’ve worked hard to achieve. But there’s a lot to consider when buying insurance. What type of coverage is right for you? How much is enough?
Read MoreCash Flow & Income Tax Planning
Sound financial advice is based on more than just your income level or the types of asset classes you invest in. For most individuals and families, money is a limited resource. Your financial objectives must be prioritized and your cash flow allocated accordingly.
Read MoreWhat My Clients Have To Say
Andrewhas acted as my financial adviser since 2011. During that time I have been given sound and realistic advice regarding the investment of a large initial lump sum. He has been both helpful and approachable and has kept me aware of the range of investment options to best suit my circumstances. He has maintained regular contact and he always explained clearly the reasoning behind his professional advice.
We want to thank you for all that you have done for us over the past years. We recognise that we would not be nearly as secure financially if it had not been for your expertise. However, we would also like to thank you for the way you make us feel so special – that we matter! You take the time to explain and deal with integrity and you are gracious.
I wish to acknowledge the depth of insight which you utilised to oversight estate planning for M and I. Your collaboration with the lawyer, in depth knowledge of our business and financial affairs, produced for me what is a first class outcome with a strategy, wills, enduring power of attorney and trust arrangements.
Thank you very much for coming to see me and explaining the details of our superannuation investments and showing us the gaps in our government health plans. We have always trusted your advice and I’m sure we always will in the future.
My husband and I would like to express our sincerest thanks to Andrewa real independent Orleans financial advisor, for all of his advice and support over the years. Although we are not one of his largest clients, we have always been provided nothing but the highest level of personal service, financial advice, and investment expertise. We have referred many of our friends and family to Andrewand will continue to do so.
Piecing Together Your Financial Puzzle
I will help make complex financial concepts easy to understand. I take the time to clearly explain my recommendations so you can make an informed decision. My priority is to make sure your family is properly protected and be in the best financial position possible.
- Financial Needs Assessment - I will evaluate your current circumstances and identify your goals and objectives through a one-on-one process.
- Put the Pieces Together - I will search and find the financial products that work together to reach your financial goals and save you money.
- Review Receommendations - We will go over my recommendations and compare them to your current situation so you can see the difference.
- Put the Plan Into Action - When you approve of my recommendations I will process the necessary paperwork to make the changes.
A Few of The 40+ Canadian Financial Companies I Represent
Ottawa's RetirementBlog
If you have questions about retirement or financial planning then take a look here. Tons of articles & information on Canadian financial planning topics such as life insurance, investing and more.