Financial advisor in Ottawa
Ottawa brings more pension questions than anywhere else we work. A guaranteed pension changes almost every other decision, and most people have never had it explained in full.
Serving National Capital Region
Licensed in Ontario
Advising since 2013
Fees explained upfront
What money looks like in Ottawa
Public service and defined benefit pensions are widespread, so the planning question is coordination, not accumulation.
Pension buyback, bridge benefits and survivor options come up constantly and are usually decided with too little information.
Retirement dates are often known years ahead, which makes drawdown sequencing and CPP timing genuinely plannable.
Who do we most often work with in Ottawa?
What matters most here
Pension or commuted value, and what income the plan actually produces.
Keeping pension and RRIF income out of the OAS clawback where possible.
What's left, and who it reaches.
Local detail
Other places we advise
Your next chapter starts here
Talk to an advisor about your finances in Ottawa
A complimentary 15-minute assessment. No cost, no obligation, no pitch.
Complimentary 15-minute call · No obligation
“Ken and his team are knowledgeable, responsive, and easy to partner with.”