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West Capital Wealth Management, Ottawa
Established in May 2000, West Capital Wealth Management is comprised of a team of twelve independent financial advisors. Their diversity of experience and accreditations has created a vast pool of expertise and knowledge from which all of our clients benefit. |
Advantage Insurance & Investments, Ottawa
Advantage Insurance & Investments offers financial services to clients in the Ottawa-Orleans-Gatineau area. As our name suggests, Advantage Insurance & Investments offers several products and services. These include general financial planning, investment and retirement planning, as well as insurance planning. On our website, you will learn about the Advantage Team, the various products and services we provide, and the many ways you can reach us. |
Bemier et Associés, Ottawa
Our mission is to become a leader in bankruptcy and insolvency filings, in corporate collections and litigation assistance for both Quebec and Ontario. Bemier et Associés, Syndic de Faillite Inc.'s (Bankruptcy Trustee) objectives are to exceed client's expectations, by offering quality services and professional advise that helps you obtain your objectives. Bernier et Associés offices are each filled with highly professional people. Our employees are dynamic, competent and listen to your needs. |
Berkshire Group of Companies
Since 1986, clients of the Berkshire group of companies have entrusted us with the creation, maintenance, protection and distribution of wealth. Since 1986, we have been providing our financial planning professionals with the tools necessary to excel in this highly competitive market, allowing them to assist and guide their clients in the creation, maintenance, protection and distribution of wealth. |
Binks Insurance Brokers Limited, Ottawa
As one of the most progressive insurance brokerages in Canada, Binks offers an almost unparalleled combination of extensive industry contacts, in-house expertise, forward-thinking innovation and comprehensive personal service. People are the backbone of Binks. Our employees are leaders in their fields. They bring extensive product knowledge, broad industry education and a dedication to thoughtful and innovative solutions. Our customers are our prime focus. |
Brophy Financial Planning, Ottawa
Brophy Financial Planning has a proven track record of providing sound financial planning advice to individuals and families in Ottawa and the surrounding area. We use over 35 years of experience to put ourselves in your shoes, to understand your goals, and how you feel about risk, to implement a
strategy tailored to your needs. By utilizing programs that we have developed to walk you through Financial Planning, Wealth Preservation and Wealth Management, we will work together to help you retire in comfort and feel good
about your future.
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Coughlin & Associates Ltd, Ottawa
Thousands of Canadians in both public and private sectors rely on Coughlin & Associates Ltd. to develop, manage, promote and administer their group life insurance, health, disability, dental, pension and other benefit programs. Coughlin & Associates Ltd. advises plan sponsors and their members on their benefits, plan governance, investment strategies, communications, managed care procedures and personal financial planning.
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Craig & Taylor Associates, Ottawa
One of the largest independent financial and retirement planning firms in the National Capital region. Voted the Consumers’ Choice Award Gold Winner for seven consecutive years as the #1 Financial Planning Company in the Ottawa/Hull region, our strength is built upon a foundation of respect, trust and integrity. Our commitment is to provide the best planning solutions for you. Our targeted strategies will enable you to achieve your goals in the areas of retirement, tax, investment and estate planning. |
Daniel Saikaley Investment Advisor - CIBC Wood Gundy, Ottawa
I provide comprehensive customized financial planning-based solutions to build and protect my clients’ wealth, and help them achieve their life-stage planning goals. Servicing the needs of clients takes special skills. To that end, I have made a conscious effort to build on my experience and designations of Chartered Accountant and tax specialist in the accounting industry, with financial and estate planning, investment advisory, and insurance knowledge. |
David Phipps - Assante Capital Management Ltd, Ottawa
For more than 12 years, David has been helping individuals and families achieve their financial and lifestyle goals. Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives. |
Dundee Private Investors Inc, Ottawa
David McGruer and a small group of dedicated professionals help people in the Ottawa region implement financial plans to better reach their goals in life. Complete financial planning includes cash flow, investments, tax planning, asset positioning, insurance, estate and education planning and most important, 'Blue Chip' advice from an expert. Insurance is provided through Dundee Insurance Agency Ltd. and tax return preparation is provided through McGruer Financial Foundations Inc. |
Future Financial Planning Group, Ottawa
Carl Eppstadt CLU, CH.F.C., CFP, C.H.F.S. specializes in: Financial, Retirement, Estate and Tax Planning. Mutual Funds, Insurance Products, RRSPs, RRIFs and Annuities. Carl has been providing independent financial strategies in the Ottawa area since 1978. |
McVey Bros. Insurance Brokers Ltd, Ottawa
Whether it be insurance for your automobile, home, business, farm, life or investments, the McVey Bros. Insurance Brokers Ltd. have contracts with and represent the following insurance companies to place your coverage with: Pilot Insurance, ING Insurance, Wawanesa Insurance, Economical Insurance, Grenville Mutual, Lanark Mutual, and Wawanesa Life. |
Oegema, Nicholson & Associates, Ottawa, Manotick, Almonte, Russell
You can always be confident that Oegema, Nicholson & Associates will provide you with sound professional advice and the necessary expertise for you to meet your Insurance and Financial needs. It is our ongoing commitment to our clients that has allowed Oegema, Nicholson & Associates to become one of the largest leading Brokerages in Eastern Ontario and Western Québec. |
Palladium Insurance, Kanata
Realizing that there are significant differences between insurance companies and the coverage that they provide, at Palladium, we work for our clients, not an insurance company. We offer choice to our clients as it is our future that depends on it. Pick up the phone or send us an email. Let us know how we can help you at your convenience. We are located in your community and would love to have you as one of our satisfied customers. |
Personal Financial Solutions, Ottawa
Approaching Financial Planning From Your Point of View! Michael Moreau, CFP, RFP, Registered Financial Planner,
listens to your point of view. He wants to find out what is truly important about financial success to you and your family.
Michael understands that everyone has his or her own unique feelings about money. He respects those views and he acts on them. |
Rhodes & Williams Limited, Ottawa
Rhodes & Williams Limited is an Ontario insurance broker providing individual, family and corporate insurance for over 15,000 clients across Ontario. Rhodes & Williams Ltd. has been established since 1935. Since its creation our brokerage has developed into one of the largest independent insurance broker in Eastern Ontario. |
Ten Star Financial Services, Ottawa
Ten Star Financial Services is the trading name for six integrated financial service companies, with over 30 years serving Canadians. Ten Star has over 1000 contracted agents across Canada to serve you better! |
World Financial Group, Ottawa
World Financial Group (WFG) is one of the few companies of its kind in the industry today – a company dedicated to serving the financial needs of individuals and families from all walks of life. World Financial Group's independent associates do not just work with clients who have large amounts of discretionary income – they work with everyday people to help them make critical financial decisions that help move them from where they are to where they want to be. |
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