Wealth Strategies is one of Ottawa's premier financial planning firms and provides comprehensive fee-based investment and financial planning. There are no upfront or deferred commissions. Frequently called upon in the local and national media, our team is experienced, trusted and focused on helping our clients.
We partner with a select group of clients and develop Life Goals Financial Plans that assist in the achievement of their dreams and goals. We become their "Personal Finance Coach" to help them stay on track.
Our Investment Philosophy
We manage your money as we manage our own. Our personal wealth is invested alongside yours to ensure accountability and alignment of interests.
We believe in balanced investing, diversification, and owning excellent businesses that can grow and provide wealth over the long term.
We aim for realistic, long term returns that will allow you to meet your life goals while attempting to minimize risk as much as possible. Short term market fluctuations are simply opportunities.