Get to know us

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.

Discover what almost 100 years of experience can do for you.

How we can help

Tailored financial solutions for all your wealth needs.



Personalized wealth planning Preserve and grow your wealth Investment management



Structured reviews to keep you on track

Succession and estate planning Minimizing taxes


Your success matters most

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.


Our clients

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

Ready to connect?

Answer a few questions and we'll reach out to show you 
what makes our team different.