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  • Trimaran Financial Ltd. Website
    613.744.1011
    680 Montreal Rd, Ottawa, ON K1K 0T3

    Trimaran Advisory Group provides financial advisory services to family-owned businesses and self-employed professionals in Ottawa and across Canada. They focus on wealth and estate planning, succession strategies, and protecting family legacies through tailored financial solutions and collaborative…

  • InVested Interest Website
    613.798.2421
    1276 Wellington St W, Ottawa, ON K1Y 3A7

    We are a team of personal financial planners. Our first priority is to establish a working relationship with our clients. At our introductory meeting we will review your current financial position and clearly define your goals and objectives.

  • Carleton Financial Services Inc. Website
    (858) 945-9573
    300-68 Chamberlain Avenue, Ottawa, ON K1S 1V9

    Carleton Financial Services Inc. is a full-service financial planning firm based in Ottawa, specializing in wealth and risk management, retirement planning, asset management, legacy planning, corporate planning, and tax & estate planning. With over 35 years of experience, the company emphasizes cla…