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    Orleans Financial Advisor
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    Get your money working harder
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  • Orleans ON Financial Advisor
    Orleans Retirement Planning
    When can I retire?
    Will my money last?
    Can I pay less taxes?
    As a Registered Retirement Consultant-RRC®
    I can help you plan and manage your retirement.
  • Financial Planner Orleans Ontario
    Income for Life
    Are Your
    Combine the
    growth potential
    of investment funds
    with insurance protection.

Ottawa's Favorite Financial Advisor

Being an Independent Ottawa Financial Advisor that specializes working with Ottawa families allows me to place my clients needs and the planning process first. After I have an understanding of your needs, your goals and objectives, I can then piece together your plan with the best products and services from various financial and insurance companies. This allows me to act in my clients best interest, provide custom financial solutions and my clients can trust that my recommendations are based on THEIR needs.
  • Trust - Recommendations are always in your best interest period
  • Choices - I am a broker so I will find the products and services that best meet or exceed your needs at the lowest cost
  • Clarity - I take the time to clearly explain my recommendations so you can make an informed decision
  • Support - I am available days, nights and weekends to answer your questions

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Ottawa's Award Winning Financial Advisor

Retirement & Estate Planning

Get a sound strategy and written retirement plan to help manage and invest your assets, maximize your retirement income and provide a detailed look at the estate planning process and the many considerations and strategies involved in developing an estate plan.

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Financial Planning & Investments

With my planning process we sit down together and look at all the pieces of your financial puzzle. I then ask, "What do you want your financial Big Picture to look like?". I put the pieces together to make a complete picture so that you can retire to your something, not just from something.

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Life, Critical Illness & Disability Insurance

If something happened to you, you want to be certain you have the right coverage to protect your family, your lifestyle and everything you’ve worked hard to achieve. But there’s a lot to consider when buying insurance. What type of coverage is right for you? How much is enough?

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Cash Flow & Income Tax Planning

Sound financial advice is based on more than just your income level or the types of asset classes you invest in. For most individuals and families, money is a limited resource. Your financial objectives & goals must be prioritized and your cash flow allocated accordingly.

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What My Clients Have To Say

Investment Advisor Orleans On Andrewhas acted as my financial adviser since 2011. During that time I have been given sound and realistic advice regarding the investment of a large initial lump sum. He has been both helpful and approachable and has kept me aware of the range of investment options to best suit my circumstances. He has maintained regular contact and he always explained clearly the reasoning behind his professional advice.
W Parsons Ottawa, On
Investment Advisor Orleans On We want to thank you for all that you have done for us over the past years. We recognise that we would not be nearly as secure financially if it had not been for your expertise. However, we would also like to thank you for the way you make us feel so special – that we matter! You take the time to explain and deal with integrity and you are gracious.
J and SDonovan Ottawa, On
Orleans Ontario Financial Advisor I wish to acknowledge the depth of insight which you utilised to oversight estate planning for M and I. Your collaboration with the lawyer, in depth knowledge of our business and financial affairs, produced for me what is a first class outcome with a strategy, wills, enduring power of attorney and trust arrangements.
M and IMcLennan Ottawa,On
Retirement Planner Ottawa Ontario Thank you very much for coming to see me and explaining the details of our superannuation investments and showing us the gaps in our government health plans. We have always trusted your advice and I’m sure we always will in the future.
J and P Lapierre Orleans,On
Financial Advisor Ottawa Ontario My husband and I would like to express our sincerest thanks to Andrewa real independent Orleans financial advisor, for all of his advice and support over the years. Although we are not one of his largest clients, we have always been provided nothing but the highest level of personal service, financial advice, and investment expertise. We have referred many of our friends and family to Andrewand will continue to do so.
D Paquette Orleans, ON

Piecing Together Your Financial Puzzle

I will help make complex financial concepts easy to understand. I take the time to clearly explain my recommendations so you can make an informed decision. My priority is to make sure your family is properly protected and be in the best financial position possible.

  • Financial Needs Assessment - I will evaluate your current circumstances and identify your goals and objectives through a one-on-one process.
  • Put the Pieces Together - I will search and find the financial products that work together to reach your financial goals and save you money.
  • Review Receommendations - We will go over my recommendations and compare them to your current situation so you can see the difference.
  • Put the Plan Into Action - When you approve of my recommendations I will process the necessary paperwork to make the changes.

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Financial Advisor Ottawa

A Few of The 40+ Canadian Financial Companies I Represent

Manulife Financial Ottawa
Empire Life Ottawa
Sun Life Financial
Assumption Life Ottawa
Canada Protection Plan Ottawa
Industrial Alliance
RBC insurance
Canada Life
Desjardins Ottawa
Foresters Ottawa
Blue Cross Ottawa
La Capital
Great West Life
Monthly retirement income if you start saving $33/mo at age 25
Monthly retirement income if you start saving $50/mo at age 35
It's Never Too Early
or Late

Saving a little now can be big when you retire

Monthly retirement income if you start saving $58/mo at age 45
Monthly retirement income if you start saving $67/mo at age 55

Ottawa's Retirement Planning Blog

If you have questions about retirement or financial planning then take a look here. Tons of articles & information on Canadian financial planning topics such as life insurance, investing and more.

There are still a lot of misconceptions about money & retirement planning. I just want to help you retire when you want and how you want. As a Registered Retirement Consultant-RRC® and independent adviser, I share my unbiased knowledge to help you have a better understanding of investing, insurance and financial planning.

Getting on track for retirement doesn't have to be confusing or complicated. Get the information you need to avoid mistakes and be Ready For Retirement!

Ottawa Retirement Planning