Are you seeking a multi-disciplinary approach that brings peace of mind to all your family members? Services and solutions truly tailored for your needs from a team that offers authentic partnership? Guidance from wealth advisors who share your socially conscious values?
If so, we have a lot to offer you and your family and business or practice. Wherever life takes you and no matter how complex your journey becomes, it would be our privilege to provide you with sophisticated yet simplified solutions and access to our vast network of BMO Private Wealth specialists. Retirement, estate and trust planning are our specialties
Meet the Team
We are strongly positioned to serve families with significant wealth and multi-faceted needs. Many of our clients have various income streams, real estate in different jurisdictions, companies with multiple ownership structures, and complex family dynamics. Most are professionals, business owners and established families in the Ottawa region.
Even many very wealthy people think their situation is basic. They don’t recognize the nuances that are required from a tax and succession planning point of view.
We take complex matters and translate them into simple, understandable language and solutions while filtering out media noise. Our conversations will get to the root of what matters to you, what defines you, and your financial and personal needs and goals.
As an added advantage, our team is multi-lingual: we speak English, French, Italian and Punjabi.
JDR & Associates