What we're about

This is a group for anyone interested in help with debt, investments and life insurance. Think of it as a G.P.S. for debt elimination and retirement. We find out where you are now, when you want to retire and what you need to do to make sure you can retire and live the life you want.
We will provide a complimentary, no obligation presentation that we offer to individuals, business owners and employees. Provide fundamental and practical financial education. Topics of discussion, first time home buyers debt management, practical investment strategies for retirement, savings and education.

This is a group for anyone interested in receiving assistance and education to make a sound decision when it come to their finances. Provide middle class families with very completive RRSP, RESP, and TFSA investment portfolios as well as customizable Term Life insurance options that allow for peace of mind and wallet.
We find out where you are now, when you want to retire and what you need to do to make sure you can retire and live the life you want.

Upcoming events (1)

Helpful information to obtain Life Insurance

Local Heroes Bar & Grill

Helpful information on Life Insurance I would like to invite you to the Ottawa Financial Planning meet up at Local Heroes on Saturday 11 May 2019 at 9:00am. The purpose of this meeting is to provide you with the knowledge and explore the range of Life Insurance policies that are available. To help protect you and your family the first step to securing life insurance is to understand what is available. The reason you should obtain life insurance is for when things do not go as planned. Buying life insurance can be intimidating and will bring many questions to mind. What do you need to protect your family and yourself? Attending will be a knowledgeable advisor that will provide valuable information to help you make sound decisions. The information will also help you to review what you currently have to ensure you have the right protection. I hope you will come to meet the other meet up members, learn, and gather knowledge. Please mark 11 May 2019 on your calendar and plan to attend. If there is anything we can help you with please let us know. We will give the attention that is required. Breakfast is inexpensive but excellent. If you have any questions regarding this meeting, please call me at[masked] or Terry Wood at[masked]. Please RSVP to [masked] or [masked] Thank you for your time, and I hope to see you at the meeting.

Past events (2)

Breakfast Meetup

Local Heroes Bar & Grill

Photos (3)