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FINANCIAL ADVISOR

Marty St Denis

CFP®, CIM®, RRC®
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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

Team Members

  • Kathy George
    Client Experience Specialist

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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

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Planning your financial future? Our Starting Point tool can help you take the first steps.

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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.

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