We do this by taking a holistic consultative approach, understanding no two situations are alike. We are very happy with the service of Roger. His word is his bond. Roger always finds the best return for us in safe investments and always keeps us well informed of our portfolio status. We have recommended him to friends and family.
His emphasis on estate preservation has provided us with peace of mind in regards to our estate. I've worked with Roger for sixteen years. He is a well informed, dedicated financial planning professional, who is helping to build our presence in the Ottawa area. The role of the middleman is to save you money.
His emphasis on estate preservation has provided us with peace of mind in regards to our estate. I've worked with Roger for sixteen years. He is a well informed, dedicated financial planning professional, who is helping to build our presence in the Ottawa area. The role of the middleman is to save you money.
Services
Ottawa Asset Management provides financial services to individuals and businesses in Ottawa and the surrounding areas. Our focus is primarily on helping retirees or pre-retirees, but we often work with the families of our older clients as well.
We specialize in helping our clients to understand their own unique goals for retirement, and after careful analysis of their needs and potential sources of retirement income, we create a plan designed to meet those needs and create peace of mind.As a GIC broker, we offer best rates on GICs from banks, trust companies and credit unions across Canada.
We specialize in helping our clients to understand their own unique goals for retirement, and after careful analysis of their needs and potential sources of retirement income, we create a plan designed to meet those needs and create peace of mind.As a GIC broker, we offer best rates on GICs from banks, trust companies and credit unions across Canada.
Canadians now have higher expectations for retirement and are coming to recognize the risks in living longer plus the higher costs of health care in later years. These are concerns that should be addressed with a qualified retirement income specialist.
One of our specialties at Ottawa Asset Management is working with retirees to ensure that their retirement income is structured efficiently to get the most out of their income, and to put protection in place to guarantee income for life.Most retirees have several sources of income, and investments scattered about at various institutions.
One of our specialties at Ottawa Asset Management is working with retirees to ensure that their retirement income is structured efficiently to get the most out of their income, and to put protection in place to guarantee income for life.Most retirees have several sources of income, and investments scattered about at various institutions.
Ottawa Asset Management specializes in legacy planning and legacy protection. We help you to prepare financially so that you minimize the tax costs to your estate, and maximize the gifts of assets to your heirs or charities. If you have assets in RRSPs or RRIFs, and/or own property other than your primary residence, it is imperative that you enlist the services of a professional to put a wealth transfer plan in place.
Through Manulife Capital Markets, we assist successful business sales of companies valued at $10 million and over. Not only do we do the work for you, we historically secure substantially higher selling prices that more than cover the cost of our services. By enlisting our advisors, your company will have higher quality bidders, and the security of using a professional process.
Segregated funds have all the features of mutual funds, with some added benefits that can make them a better choice for investors, especially in today's volatile markets. Segregated funds can be used for non-registered investments, or any type of registered investments (TFSAs, RRSPs, RRIFs, LRSPs, LRIFs).
Reviews (1)
Ranjith Galabada
Nov 01, 2016
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