Financial Advisor Ottawa

Secure the future, protect the present.

We work hard to make it feel easy.

Our clients are at the core of what drives us to run our business without compromise. What we’ve learned from our experience is what makes us different:

We work for our clients.

We don’t work for investment companies. That means you get independent, unbiased advice, not sales.

We’re honest with ourselves.

We hold ourselves accountable so that we can be honest with you. We’re invested in your success.

Service is what we do.

We work diligently to provide sound advice based on your plan. We want to know your story.

You are unique. Your financial plan should be, too.

Financial freedom is achieved through planning, effort and strategic management. We help our clients design a path to financial success and ensure our client families stick to their plan, so that they can enjoy their hard-earned success.

Investment and Retirement

For most Canadians, retirement is a major financial goal that requires considerable commitment. But there’s more to your financial life than your RRSP. Investment and retirement planning focuses on you as an individual – bringing together all the financial and psychological factors that have an impact on your life.

Insurance Planning

Insurance is very easy to ignore, but the rewards of protecting yourself can be enormous during a crisis. It is risk management. Having the right insurance coverage allows you to protect yourself and your family against potential loss and financial hardship.

Tax Strategy

Taxes are a fact of life. Tax planning is not just something that takes place in April. Every day, you engage in financial transactions that are taxable. Some taxes cannot be avoided, but others can be reduced or eliminated altogether with careful planning.

Estate Planning

Estate planning is not just for the wealthy. Even for smaller estates, proper planning can save thousands of dollars. You worked hard for your money, estate planning ensures your assets are distributed according to your wishes in the event of your passing.

Your financial advisor in Ottawa, ON

Contact us for a free consultation

200 Elgin St., Suite 806
Ottawa ON K2P 1L5

Tel: 1-613-220-1288

E-mail: jgarcia@john-garcia.ca