Financial Consultants à Manotick, ON

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Résultats à proximité dans la catégorie Financial Consultants à Manotick

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5536 Manotick Main Street, Manotick, K4M 1A7

+1 613-692-3501
BDO Canada LLP is a leading provider of professional services to clients across a variety of sectors and segments. For over 100 years, our team has served communities across Canada through an integrated service offering including accounting, assurance, tax, and consulting services. This is complemented by deep industry knowledge and positions BDO to advise clients with both domestic and global needs. Our people-first approach to our talent experience has earned us multiple awards, including a spot among Canada's Top 100 Employers for 2025.
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5355 Mclean Crescent, Manotick, K4M 1E3

(613) 491-3344
Each client has specific needs and different requirements with their finances. Whether you are just starting to invest or are experienced and knowledgeable my approach looks at the total financial picture, encompassing Investments, debts and assets, Insurance and estate planning. For clients that are young in their investment experience, I start with a comprehensive look at how their finances are structured, how they utilize debt and what their savings and investment experience have been. I then create a simple yet comprehensive plan that addresses debt management, insurance and investing. If this plan is followed they will find themselves debt free and building wealth years sooner then they might have done otherwise.
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5560 Manotick Main St, Manotick, K4M 1A2

(613) 692-5070
Our insurance plans are tailored to fit your unique needs at affordable rates. Core hours are 9-5 M to F. Please connect with the office to verify available extended hours and weekends.
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1143 Mill St, Manotick, K4M 1A7

(613) 692-0804
Financial Planner

2317 Summerside Dr., Manotick, K4M 1B4

+1 613-748-3455
insurance company, financial consultants