Financial planning that suits your needs

PLANNING

Financial planning is more than budgeting, saving or the perfect investment strategy. It sets you on a course toward achieving your life goals through the proper management of your financial affairs.

Canadians who engage in financial planning report significantly higher levels of financial and emotional well-being than those who don’t. They say they feel more on track with their financial goals and retirement plans, have improved their ability to save, are more confident that they can deal with life's challenges, and feel better able to indulge in vacations and other luxuries.

PRIVATE
WEALTH MANAGEMENT

A high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning and legal or estate planning. We take into account your specific situation and put your needs first.​

Successful municipalities, businesses and organizations are rightly focused on earning and maximizing profits; however, we find that many do not maximize the yield they earn on those profits once they are in the bank. In today’s ultra-low rate environment, it is important to shop around for solutions to maximize yield on cash. We see many successful businesses and organizations leaving tens of thousands of dollars on the table by leaving their operating cash and retained earnings in bank accounts, earning little to no interest.

INSURANCE SERVICES

As your life changes, so do your insurance needs. We can simplify your life by taking care of all your personal insurance needs, including Life Insurance, Health & Dental, Critical Illness, Accidental Death & Dismemberment, Long Term Disability.

As your Ottawa insurance advisors, we feel we understand the individual needs and issues of our clients and the communities we serve. At Equitable Financial, we make sure that you get the exact type of policy to suit your needs. As one of the leading Ottawa insurance advisors, we’ll take you through all the possible variations until you know exactly what’s covered and what’s not. We’re experts at unraveling the fine points in insurance and financial policies. When you work with us, you’ll be advised on the best options available to you. Your advisor should custom tailor your policy to fit your specific lifestyles and needs and that’s what we do best.