For over 40 years, we have been providing clients in Ottawa, Westboro, Nepean, Gatineau and surrounding areas with sound, professional and unbiased financial advice. Our clients are primarily business owners, young professionals and retirees. We partner with numerous investment management and insurance firms to ensure that our clients benefit from the best available products and services.
Our passion is Retirement, Tax and Estate Planning. You are never too early to too late to start a plan, so contact our Ottawa office today to learn more and put your best financial foot forward. Carl has over 40 years in the industry and Julie has over 20 years. Each team member brings unique skills that together provide a strong foundation for our portfolio process and client service.
Our passion is Retirement, Tax and Estate Planning. You are never too early to too late to start a plan, so contact our Ottawa office today to learn more and put your best financial foot forward. Carl has over 40 years in the industry and Julie has over 20 years. Each team member brings unique skills that together provide a strong foundation for our portfolio process and client service.
Services
Whether your financial situation is complex or not, we can offer solutions to simplify your investments, lower your taxes and increase your retirement income and your net worth. Our clients include individuals, families, corporations, trusts, group plans and non-profit organizations. We are different.
Wealth management is more than just products or investments. It's about all of the different facets of your financial circumstances and recognition that each client's situation and goals are different. Financial planning looks at where you are today and where you want to go. It defines your short- and long-term financial goals and how you can reach them.
Wealth management is more than just products or investments. It's about all of the different facets of your financial circumstances and recognition that each client's situation and goals are different. We encorporate investment advice, asset allocation, fund selection, tax planning, retirement and estate planning, and insurance to meet your short and long term goals.
At Future Financial, we believe that everyone can have a better quality of life through proper planning and advice. Money and finances are one of the greatest stresses in a person's life and it's our job to help you make better financial decisions along the way. We can help by providing independent, unbiased, professional advice.
Making money is important but so is keeping as much as you can without giving it all back in taxes. This is why tax planning is crucial in any good investment plan. Some investments are better suited in TFSAs or RRSPs rather than non-registered accounts. If you are drawing an income from your investments, are you doing so in a tax advantaged manner?
Reviews (3)
Ouhh Ndivhuwo
Jan 03, 2022
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Her trading is second to none, Lilian Wilson has a successful mindset alongside superior technical knowledge. Amazing work culture, everyone is willing to invest with her because she makes good profit of over $12,050 with just minimum of $1000 in 7 days, Contact her on Email: lilianwilson220@gmail.com or WhatsApp:+1 (315) 696-7425
Inuwa Galoji
Nov 05, 2021
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The best time to invest in Forex & Cryptocurrency is now and the right person for the job is Mrs Karen, she is an expert skilled trader, forget about the negative reviews you may have seen so far, scammers has made it seem like they're no genuine traders again. “Don’t wish it were easier. Wish you were better.” I can assure you beyond doubts that… Mrs Karen is 100% reliable I've made my 4th trading withdrawal with her. I made $12,000 profit from investing $1,000, you can earn above that, all you need to do is to contact her via Email:karenfoo777@gmail.com WhatsApp:
Okorie Perpetual
Oct 14, 2021
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Mrs Brenda William is sure a blessing into my life and that of my family, with minimum investment of $600, be rest assured to make your withdrawal of $7,200. After loosing my job I have no where to lay my heads upon until I was introduce to Mrs Brenda William by a friend who advise me to invest into her bitcoin trading and now my life have really change. Visit Mrs Brenda William on WhatsApp: +1 (805) 491-5639. Email: brendawilliam784@gmail.com.
