Ottawa's Award Winning Financial Planner
8 Reviews
- Thursday9 AM–9 PM
- Friday9 AM–9 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–9 PM
- Tuesday9 AM–9 PM
- Wednesday9 AM–9 PM
About the Business
Financial Advisors in Ottawa ON | Retirement Planning | Ottawa Financial Advisor. Information on individual insurance products, financial planning, investments and wealth management.
Contacts
Website
Call Us
+16132866841
2100 Thurston Dr #13b, Ottawa, ON K1G 4K8
Hours
- Thursday9 AM–9 PM
- Friday9 AM–9 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–9 PM
- Tuesday9 AM–9 PM
- Wednesday9 AM–9 PM
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- LGBTQ+ friendly
- Onsite services
- Online appointments
- Appointment required
- Wheelchair-accessible washroom
- Washroom
- Gender-neutral washroom
Recommended Reviews
Al-Hamza Abdullah
03.10.2023
Ottawa's Award Winning Financial Planner
I am very satisfied with my new Retirement Plan. It has been what I have needed and I am happy with all of the details and the personal care that was given to me from Andrew. I would recommed his retirement planning and care to any one that is lost and needs some great and exciting new ideas!
Jason Winters
23.09.2023
Ottawa's Award Winning Financial Planner
I'm in my 50’s and am finally waking up to the fact that I haven't started to plan effectively for retirement. After doing a bit of initial research on my own, my real estate broker (and a personal friend) referred me to Andrew. He spent a good deal of time with me, discussing my new direction towards preparing for retirement. He affirmed some of the steps I'm taking and offered advice on additional steps, possible tax implications, etc. I can't say enough about how helpful he was, as well as personable and friendly. And I didn't get a single sales pitch. Just thoughtful, advice.
Henry Dubois
07.08.2023
Ottawa's Award Winning Financial Planner
My wife and I were getting stressed out about our financial situation. Andrew was able to set us up so that we would pay our debt and our mortgage down quicker. He set up a plan that we could easily follow and was super easy to talk to. There is a reason he was voted Ottawa's Favorite Financial Advisor - he is fantastic.
Eric Grek
19.07.2023
Ottawa's Award Winning Financial Planner
My partner and I were about to have our first child, so we thought it was a good time to get some advice regarding our finances. We wanted some help with our budgeting, insurances and superannuation. We found Andrew to be very helpful and efficient. The process Andrew took us through from beginning to end was very informative. He listened carefully to our concerns and always had our best interest at heart
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2100 Thurston Dr #13b, Ottawa, ON K1G 4K8
Ottawa's Award Winning Financial Planner