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, CLU, CH.F.C., CFP, C.H.F.S. SPECIALTIES: Financial, Retirement, Estate and Tax Planning. Mutual Funds, Insurance Products, RRSPs, RRIFs and Annuities. Mr. Eppstadt has been providing independent financial strategies in the Ottawa area since 1978. He is the president of Future Financial Planning G…
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Full service investment advisor offering financial planning, investment management, estate planning and insurance services to individuals, non-profit organizations and businesses.
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Ryan Lamontagne Inc. is Ottawa's largest fee-for-service financial planning firm. We specialize in wealth management strategies for emerging affluent families. We work with business owners, executives, professionals and retirees to maximize their financial well-being. A key advantage of your rel…
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The Strategic Wealth Process ™ is designed specifically for entrepreneurs. It provides a framework for dealing with the many challenges business owners encounter when planning for the future while at the same time helping you to seize opportunities to enhance your personal and financial situation. …
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McCAY, DUFF & COMPANY LLP, an independent firm of Chartered Accountants, has served the National Capital region with distinction since 1946. GUIDED BY DEDICATED partners assisted by a staff of approximately forty experienced professionals and support staff, the firm offers a complete range of servi…
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IPG Ottawa Central is one of the largest IPG offices in Canada with a complement of 9 advisors and 5 administrative staff. The combination of two previous Money Concepts offices, IPG Ottawa Central has been providing excellent financial planning services for 15 years. We have clients in Ontario, Qu…
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Jeremy D. Moore President of Moore Financial, Financial Advisor with Manulife Securities Investment Services Incorporated Born and raised in Ottawa, ON, Jeremy has been the president of Moore Financial since 2010. He is a 3rd generation financial advisor who has been in the business since 1994. Jer…
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Since 1975 we have been a leader in providing financial planning advice and services including investment vehicles, retirement and estate planning. We provide a customized personal service coupled with long term stable strategies that have helped a wide range of clients from younger individuals who…
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SNIPPER financial planning offers you the key to your financial future. Sit down with us for an analysis of your financial and investment needs, and we will put our years of experience and education to work for you. Our financial planning and investment services offer you advice on building a perso…
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Michael specializes in the unique financial needs of individuals who are serious and want help attaining financial peace of mind. He has been helping clients make informed financial decisions for over 15 years. He is a graduate of The Canadian Institute of Financial Planning in 1993 as a Chartered …