Welcome
Wealth Strategies is one of Ottawa’s premier financial
planing firms that provides comprehensive fee-based financial
planning, where there are no upfront or deferred commissions.
Frequently called upon for commentaries in the national and local
media, Wealth Strategies offers the total solution including
planning, investing, banking, insurance and mortgages to our
clients.
Recent Media
Wealth Strategies, specializes in providing comprehensive
financial planning solutions. We partner with a select group of
clients and develop holistic life plans that assist in the
achievement of their dreams and goals. We become their "Personal
Finance Coach" to help them stay on track.
Mission
To provide the highest level of service to our clients.
This includes unbiased personalized financial advice coupled with
high quality investments to allow our clients to meet their life
and financial goals. At Wealth Strategies every client
relationship begins with a personalized financial plan.
The key to our success has been to develop close
relationships with all of our clients. In order to continue to do
this as we grow, we limit the number of new Wealth Management
clients each year to a maximum of 20. This allows us to work with
fewer clients and provide that high level of attention and service
clients are looking for.
Robert Abboud, CFP, PFP
President, Wealth Strategies
Wealth
Strategies Brochure
Looking for Robert's book?
No Regrets, A Common Sense Guide To Achieving and
Affording Your Life Goals
With David Cork providing the foreword, the book is meant
to make people stop and think about life goals and what they want
money to do for them.
For more details see No Regrets Book
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