Financial Planner
Ottawa
Fee only. We only provide advice. We do not sell products. We do not manage money.
Welcome to financial planner ottawa
Tailored Financial Planning & Investing in Ottawa
Financial Planner Ottawa offers fee only advice. We only provide advice. We do not sell products. We do not manage money. We believe that Canadian’s are equipped with the right systems to take a do-it-yourself approach to investing, but we understand that there is a knowledge gap when it comes to financial planning. At ACE Financial Planners Ottawa, we work with our clients to develop custom made financial plans and equip them with the knowledge and tools to implement their financial plan with confidence and comfort. Our focus is on advice. Our communications with clients are not focussed on trying to sell products or attract more assets, but rather on educating and giving advice according to their specific goals, financial situation and risk tolerance. Our goal is to empower our clients with the knowledge to implement their tailored financial plan with confidence.
Plan
Financial Planning
Fee For Service Financial Planner Ottawa
Divesrify
Create a Diverse Portfolio
Fee For Service Financial Planner Ottawa
Manage
Personal Wealth Management
Fee For Service Financial Planner Ottawa
FINANCIAL PLANNER OTTAWA
No asset or income requirements.
Whether you are looking to get started on the right foot or need help to make the best of your complex financial situation we can help.
Loyal Clients
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%
Avg Annual Return
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Experienced Advisors
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Invested
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DIY and low-cost approach
With continuously improving technology and effective communication with the internet, we believe that markets are more efficient than ever. Many research papers from top universities prove that active managers rarely outperform their corresponding benchmarks after investment fees, which is why we are strong advocates of low-cost, index tracking ETF portfolios.
Financial Plan
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Assessment of your current financial situation
Investment policy statement according to your goals and risk tolerance
Savings strategy
A sample portfolio according to your target asset allocation
Financial Education
Risk tolerance analysis
Your strategic asset allocation
Review of your investment portfolio
Cash-flow projections to reach short or long term goals
Tax considerations when investing
FINANCIAL PLANNER OTTAWA
No asset or income requirements.
Whether you are looking to get started on the right foot or need help to make the best of your complex financial situation we can help.
Financial Plan
Limited Access- Try 5 lessons in each course
- No credit card required
- You can upgrade anytime
- Projects with our Cloud IDE
- Course completion certificates
- Exclusive Slack channel
Premium Account
Unlimited Access- Get unlimited access
- Test your knowledge
- 100+ guided projects
- Projects with our Cloud IDE
- Course completion certificates
- Exclusive Slack channel
Premium Account
Unlimited Access- Get unlimited access
- Test your knowledge
- 100+ guided projects
- Projects with our Cloud IDE
- Course completion certificates
- Exclusive Slack channel
Assessment of your current financial situation
Investment policy statement according to your goals and risk tolerance
Review of your investment portfolio
Timing of OAS and CPP
A sample portfolio according to your target asset allocation
Estate planning strategies
Risk tolerance analysis
Your strategic asset allocation
Tax efficient withdrawal strategy
Cash-flow projections (pre-retirement and during retirement)
Tax considerations when investing
Financial Education
Retirement Plan
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Retirement Plan
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Assessment of your current financial situation
Investment policy statement according to your goals and risk tolerance
Review of your investment portfolio
Timing of OAS and CPP
A sample portfolio according to your target asset allocation
Estate planning strategies
Risk tolerance analysis
Your strategic asset allocation
Tax efficient withdrawal strategy
Cash-flow projections (pre-retirement and during retirement)
Tax considerations when investing
Financial Education
Financial Review
Once you have built your initial plan we offer financial reviews to refresh your financial plan and help you rebalance your portfolio
Financial Seminars Ottawa
Education Seminars
Education Seminars (contact us to discuss pricing): Investment planning Cash-flow management Retirement planning Understanding your DC pension plan or RRSP plan Tailored seminars according to your employee needs.
Blog
Financial Resources and News
Read the Financial Planner Ottawa Blog below to utilize some of our resources and free advice.
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Contact
Get In Touch With A Financial Planer In Ottawa
Use the form below to contact a Financial Planner in Ottawa. Tell us your name, email address and phone number and one of our financial planners will contact you shortly.
financialplannerottawa.com
Ottawa Fee For Service Financial Planner
Fee only. We only provide advice. We do not sell products. We do not manage money.
Financial Planner Ottawa
Fee For Service Financial Planner