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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. |
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. |
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. |
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. |
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. |
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