

Focus Areas
- Business Owner Considerations
- Retirement Income Strategies
- Wealth Protection Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
Personal Interests
- Real Estate
- Spending Time with Family
- Traveling
Request a Consultation
All Fields RequiredRequest a Consultation
All Fields RequiredOffice Information
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Fax
(877) 335-2769Branch Team
- Kathy George
- Client Experience Specialist
Branch Team
Office Address
175 Main StreetUnit 8
Ottawa, ON K1S 1C4opens in a new window
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Setting your path
We use an established process to help you reach your goals.
Learn More