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Contact Us

Rick Hughes
James Annis
Sean Nikitin
Kari Van de Mosselaer

Address
979 Bank Street, 6th Floor
Ottawa, ON
K1S 5K5
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Our Services

Our first three business beliefs encompass this service offering. Information, contact, and accountability are fundamental to a successful client-advisor relationship. We work with our clients to manage emotions, reset expectations, and adjust for major life changes. Customized and consistent contact is the foundation of our relationships.
  • Ongoing Market Commentary
  • Customized Automated Contact
  • Regular Portfolio Reviews
  • Account Administration Services
  • Adjusting for Major Life Changes
  • Managing & Resetting Expectations
  • Assistance in Life Decisions
  • Coordination with your Key Advisors
  • Income Tax Support
  • Managing Emotions


For more information, please contact any one of our team members:

Rick Hughes: (613)562-6439
James Annis: (613)562-6431
Sean Nikitin: (613)562-6531
Kari Van de Mosselaer: (613)562-6421