Financial Consultants à Centrepointe, Nepean, ON avec e-mail
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Affichage des résultats: 1 - 3 sur 3
Affichage des résultats: 1 - 3 sur 3
Résultats à proximité dans la catégorie Financial Consultants à Centrepointe, Nepean
Fermé maintenant
104 Centrepointe Drive, Nepean, K2G 6B1
(613) 723-9088
Assurance de personnes & de voyages, Health, Insurance, planification financière, Travel, Insurance Agents & Brokers, Assurance et Immobilier, Financial Planner, Life, conseillers, Assurances 
Fermé maintenant
117 Centrepointe Dr Unit #320, Nepean, K2G 5X3
(613) 224-6561
Potvin Financial Services, Ottawa Financial Advisors provide advice for retirement planning to reach investment goals to retire early & wealthy. Personal & family wealth management company in Nepean (Ottawa-Area). With over 50 years of combined experience helping our clients feel comfortable with their finances, we can help answer all of your questions & work with you to develop and maintain a comprehensive financial strategy that’s right for you. Buy RRSPs, TFSAs, RESPs, RRIFs, GICs, Mutal Funds, RDSPs, LIRA/LIF, Segregated Funds, Annuities and GICs. Our investment firm helps young individuals and families ultimately plan for an early retirement in Ottawa. Call Kevin (613) 224-6561 to book a free financial consultation. 
102 Centrepointe Dr, Nepean, K2G 6B1
(613) 369-5475
At Baird Financial Planning we take pride in providing sound, professional financial planning advice with a very personal focus for you; the client. My job is to listen to you and be armed and ready to dispense advice to match your unique financial needs and objectives. With a decade of industry experience, a very strong foundation of knowledge, and a hand-picked clientele, I have built a company that I am proud of. Financial Planning can be many things to different people so, having the ability to offer full-service, one-stop advice is key. Whether it be investments to reach your financial goals, life insurance to protect against catastrophe, disability insurance to protect your income, or simply structuring your affairs to minimize tax, (and more), I can work with you to determine and reach your objectives effectively. Should you wish to refer an associate to the “Baird family” or are interested in becoming a client yourself, you can contact my office at (613) 369-5475 or email and, we can discuss further whether it would be a good fit for both parties.