Ottawa Financial Planning |

We are a Canadian leader in providing personal financial planning services, and are dedicated to building lasting client relationships. Our primary objective is to help Canadians plan for financial security by providing quality financial planning advice and products through a network of Consultants.

Steve Gobel - Regional Director

At Argosy Securities Inc. your best interests are always at the forefront. The team over at Argosy Securities Inc. is always thinking of new and interesting ways to invest your money wisely.

Regardless of your retirement goals, financial independence is the key to your perfect retirement lifestyle.

I provide customized financial planning-based solutions to build and protect clients' wealth.

Dedicated to assisting families and small business in creating solid financial foundations, David enjoys meeting with Canadians to build a comprehensive plan that incorporates the ability to achieve their dreams.

I help people achieve their financial goals in life. I also help them sleep well at night knowing that their family needs have been met in the event of something unfortunate.

We specialize in financial planning for entrepreneurs and small business owners in the downtown Ottawa core.

I help people plan for all the 'what ifs' in life, and ensure they are financially on track to their goals and dreams. The level and quality of service I deliver is unique.

Sterling Group Members are wealth creation specialists offering investors, secure alternative investment opportunities that would otherwise be more difficult to obtain.

Sun Life Financial is Ottawa's leading financial institution, dealing with the Federal Goverment, and most of the tech sector.