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Philip Brock
Elizabeth I. Cosgrove, CFP
Patricia Butler, B.A.
Clara Augustine

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

Transition Planning

When choices need to be made…

Whether it’s subsequent to an early retirement, a lay-off, or a career change, we are sometimes forced to weigh various alternatives and launch ourselves in a new direction. Transition planning allows us to measure the financial impacts of our options, and helps us to make an objective decision, based on the facts.

We are well positioned to act as advisors in this type of situation. Please contact us directly at (613) 562-6498 to review your personal circumstances.