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Marty St Denis, Financial Advisor

FINANCIAL ADVISOR
Marty St Denis

CFP®
175 Main Street, Unit 8, Ottawa, ON K1S 1C4opens in a new window
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Focus Areas

  • Business owner considerations
  • Retirement income strategies
  • Wealth protection strategies
  • Retirement savings strategies
  • Estate and legacy strategies
  • Intergenerational planning

About Marty

“If you love life, don’t waste time, for time is what life is made up of.” —Bruce Lee

As a financial advisor at Edward Jones, I provide busy professionals with customized planning and investing for their retirement. I value your success and our relationship greatly.

I work with clients to create obtainable plans that utilize your goals while providing you with my knowledge in investing, tax considerations, retirement, and estate advice. I assure complete transparency in our fee structures with strong credibility, offering you and your finances the utmost care, focusing on four key questions:

- When can you retire?
- How much money...

Personal Interests

  • Real Estate
  • Spending Time with Family
  • Traveling

Team Members

  • Kathy George
    Client Experience Specialist
  • Johnna McElravy
    Client Experience Specialist

Send Me a Message

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Office Information

Additional Hours

  • Web Conferencing

Phone

(613) 224-4242

Fax

(877) 335-2769

Office Address

175 Main Street
Unit 8
Ottawa, ON K1S 1C4opens in a new window

More to explore

My priorities

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Setting your path

We use an established process to help you reach your goals.

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