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Lee Fournier
Jodie Harrison
Cory Steele

1600 Carling Ave.
Suite 700
Ottawa, ON
K1Z 1B4

We have the privilege of working with a wide variety of people with unique needs and goals.

The common thread with all our clients is their commitment to establishing an all-encompassing wealth plan with our guidance and support. We are especially skilled at working with individuals who are experiencing a transition in their lives such as:
  • New Job
  • Growing Family
  • Retirement
  • Job loss
  • Divorce
  • Loss of a family member
Many of our client relationships are multigenerational where the management of family assets, complex estate planning issues, and on-going investment decisions impact parents, children and grandchildren.

Our approach is best suited to clients who share our belief that the combination of a Wealth Advisory Team and professional money managers play a significant role in implementing a long-term investment strategy.