In 1927, Victor Castledine moved his young family to Ottawa and opened an investment firm offering safe investments to investors. Today the legacy continues as Michael, Eric and Jeff Castledine carry on the family profession. While the team has changed over the years, our philosophies have stayed the same. Provide great advice and treat folks fairly. That must explain why we look after so many second and third generations of families.
Tailored financial solutions for all your wealth needs.
Structured reviews to keep you on track
Your goals and ambitions are unique; we provide professional advice to make sure you're on the best path to success.
In-depth discovery
It's the little things that count. We make sure to leave no stone un-turned when building a wealth plan to leave you feeling comfortable and confident.
Bespoke investing
Whether you're saving for a house or about to enter retirement, our investment solutions will be tailored to best help you reach your goals.
Client focused approach
Our team of experienced wealth professionals are here to put your needs first. You aren't just another name on a list, it's personal.
We are committed to providing a high-level of care revolving around our client's needs and goals.We acknowledge that our service isn't suited for everyone; here are some attributes that align with our practice and expertise.
Complex financial affairs
High income earner and/or have $1M in investable assets or more
Require professional investment management
Multi-generational wealth
Answer a few questions and we'll reach out to show you what makes our team different.