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Pierre Paputsakis
Carole MacMillan
Diane Clark

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

Languages Spoken:
English & French


We Provide Peace of Mind

Putting 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?

The 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.