Allowing someone into the world of your finances can be deeply personal, and it is important to partner with someone who has a wealth of practical knowledge and experience to serve as your trusted advisor. I am passionate about helping others by taking the stress and anxiety you may have surrounding money away and in turn improving the quality of your life and mental health. By creating a financial path customized to your needs and desires for your life, together we will create and follow a map to help you live the life you want with the money you have.
Our Senior Branch Office Administrator, Charina Gardiner, is your first point of contact when you reach out to our branch. She will ensure we have the right information from you to make the most appropriate strategy for your specific needs. We start our partnership by understanding where you are now and where you want to be moving forward. We break down investment and account types in non-technical terms so you are empowered to make the best long-term decisions to achieve your specific goals. A clear understanding of how different solutions can be tailored to your needs helps take away the fear, anxiety, and stress complex money matters can often bring. Once your strategy is in place, we will bubble wrap it with any protection you may need in the event of an emergency to prepare for the unexpected. We will meet regularly to ensure we stay on track as we partner throughout your life to achieve your goals.
I'm originally from the Ottawa Valley and I returned over a decade ago to reopen the Petawawa branch. If your career or personal life takes you away from the Valley, we can continue our partnership to keep your strategy on track. Many of my clients have peace of mind knowing that even if they move, their finances don't have to.
Thank you for taking the time to get to know me better - looking forward to meeting you!
- Divorce Finances
- Special Needs Financial Considerations
- Wealth Protection Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
My Personal Interests
- Bird Watching
Phone NumberCourtney K D'Arthenay at (613) 687-1457
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