We provide financial planning and wealth management services primarily for business owners and professional women between the ages of 35-55 and their families, who have been in business for more than five years. Many of our clients are in Ottawa but we service clients Ontario-wide via virtual video meetings.
Ultimately, when you hire a financial advisor or wealth management specialist who has a process, you get:
Yes. In fact, many of our clients are adamant about ensuring that their children (and future generations) are cared for financially.
Absolutely. Using our PULSE process, we can get to the heart of the issue—and find effective, sustainable ways to keep more money in your pocket with a strategic financial plan.
That’s exactly why you SHOULD work with a financial advisor. (And in fact, many people don’t have goals—even people in their 50s and 60s!)
You likely want to retire one day. And you probably want to have some protection in the event of illness or an accident. Meanwhile, you may have something niggling in the back of your head, like a dream to travel more one day, or to own a cottage.
Our PULSE process is all about figuring out your goals and making them a reality. As your goals or life situation change, we can update and revise your financial plan.
You’re an expert in your field; you’re not supposed to be an expert in mine! So don’t worry if you don’t feel you know enough about wealth management. As your financial advisor, we will educate and help you every step of the way—and give you a greater sense of control over your finances.
As a brokerage, we do not work FOR any one company. In fact, as an independent financial advisor we have flexibility to work with most financial services companies across Canada. As a result, we will only recommend products and services that fit your needs and goals—not because we have to, but because they are the best for you.
The short answer to your question is no. As your financial advisor, our job is to help you make more money - not take it away. Part of my PULSE process is about figuring out how to free up more cash flow and take the savings you’ve made to grow it even more. So, you can rest assured you will not be left in the lurch, without anything in your pockets.
You're in the right place! Just drop us a message. How can we help?