English & French
We Provide Peace of Mind
your mind at ease from your financial needs is a direct result of the
work we do with our clients and their professional advisors in order to
design and implement detailed wealth plans.
We guide clients
through various financial landscapes – setting a course for today, and
for future endeavours. Together we will identify obstacles, discuss
potential solutions, and follow through with those opportunities that
best serve your needs. By understanding the challenges you face, and
addressing them with a well constructed plan of action, you will be
confident that you are in control of your financial affairs.
How Do We Help?
Paputsakis Wealth Advisory Group is a team of experienced professionals
servicing the needs of families throughout Ottawa, Quebec and the
surrounding regions. Together, we design and implement customized
financial strategies that allow you to attain your lifestyle and legacy
goals– on your own terms, and at your own pace. Working closely with our
clients allows them to achieve:
- Financial Security for their Family.
- A Sound Cashflow Strategy in Retirement.
- Educational Needs (for your children, grandchildren, or perhaps your own.)
- Succession Planning for Your Business.
- Tax Strategies.
- Establishing a Charitable Foundation.
- Seamlessly Transferring Wealth to the Next Generation.