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
About us
Report
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.
Services
Report
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.
Investment and Wealth Management
Report
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.
Financial Planning
Report
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.
Tax Minimization
Report
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
Be the first to review Future Financial.
Write a Review
