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About Us
How We Help
Protecting Your Family
Your Investments
Your Retirement
Income Taxes
Your Child’s Education
Your Legacy
Running a Business
What We Do
Financial Planning
Retirement Planning
Estate Planning
Investment Tax Planning
Portfolio Analysis
Insurance Analysis
Life Stages
Starting Out
Young Family
Established Family
Retiree
Single
E-Newsletter
Resources
Calculators
Life Planning
Government Sites & Forms
Financial Library
Search for:
Search Button
About Us
How We Help
Protecting Your Family
Your Investments
Your Retirement
Income Taxes
Your Child’s Education
Your Legacy
Running a Business
What We Do
Financial Planning
Retirement Planning
Estate Planning
Investment Tax Planning
Portfolio Analysis
Insurance Analysis
Life Stages
Starting Out
Young Family
Established Family
Retiree
Single
E-Newsletter
Resources
Calculators
Life Planning
Government Sites & Forms
Financial Library
Contact Us
We are a financial services firm serving individuals and families in the Kanata area. Please use the form below to contact our office. Our goal is to respond to all inquiries within 24 hours or sooner.
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CONTACT DETAILS
30 Cecil Walden Ridge
Kanata, ON K2K 3C6
(613) 884-1448
lori.ives@7913.email