We partner with our clients and their families,
guiding them to financial security and peace of mind
through the creation and preservation of long-term wealth.
The Brown & Associates Wealth Advisory Group has been working with clients in Ottawa and across the country for over twenty years. We have developed strong relationships built on trust, integrity, and consistent communication. By knowing you as a person, we are able to deliver an extraordinary client experience.
Financial Planning We believe it is important for you as our client to have a comprehensive financial plan. Understanding your unique needs and circumstances is at the heart of our wealth advisory approach. Your financial plan enables us to align the investment strategy with your personal objectives.
Investment Management Building on your financial plan, we will work to reach your goals through long-term investing. We seek to achieve the preservation of capital through a conservative investment approach. It is important to us that you are regularly informed of our progress, and we commit to meeting with you frequently.