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MC Financial
Distance: 1.8 Mi4473 Innes Road, Orléans, ON, Canada, Suite 402D
K4A1A7 Orleans -
C. J. Simon Financial Services
Distance: 3.9 Mi5330 Canotek Rd Unit 35
K1J 9C4 Gloucester -
Ade Financial Group
Distance: 8.8 Mi2100 Thurston Dr Ste 13B
K1G 4K8 Ottawa -
Moneyvest Financial Services Inc.
Distance: 8.8 Mi13B-2100 Thurston Dr.
K1G 4K8 Ottawa -
Diane A. Gagné Financial Services
Distance: 8.7 Mi5 Blackburn Avenue
K1N 8A2 Ottawa
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Description
Our feature product is The Summit Program which allows a client and advisor to have a truly transparent relationship regarding fees. Instead of fees being embedded or hidden, we provide a transparent monthly fee for our services, aligning our interests with those of our clients. If a client's portfolio grows, so does our compensation; if the portfolio decreases in value, so does our compensation.
Mathieu has been my trusted financial advisor for over 10 years. I have happily recommended him to friends and family and rest assured knowing that he treats me like family when he advises me how to manage my portfolio.
You acknowledge that the Owner collects and uses personal information for purposes of providing the services described on this site. The Owner is committed to respecting the privacy and confidentiality of information in accordance with applicable law. The Owner has established and will continue to maintain appropriate safeguards to protect the security and confidentiality of personal information. However, you acknowledge and confirm that the Internet is not a secure medium where privacy and confidentiality can be guaranteed and that complete security and confidentiality of transmissions to and from this site over the Internet is not possible at this time. Your confidential use of the site cannot be guaranteed and you acknowledge that your use of the site (including information you transmit to the site) may be subject to access or manipulation by, or disclosure to, third parties. Without limiting any other disclaimer herein, neither the Owner nor any third party shall be responsible or liable for any damages that you or any other person may suffer in connection with any such breach of privacy, confidentiality or security.
Wealth Strategies has been a trusted member of the Ottawa Financial Community since 1996. Together, our team has over 44 years of experience in the financial services industry. Our offices are located in Orleans (Ottawa). We are frequently called upon by the media to act as financial experts.