A Little About Me

Andrew is a licensed Life Insurance Broker and Registered Retirement Consultant-RRC® helping Ottawa and Orleans families since 2011. Combining this with his previous career at the Canada Revenue Agency and a Business Diploma from Algonquin College, enables him to help a wide range of individuals, families and businesses. He was born and raised in Orleans where he still lives with his wife and 4 children. Having earned the Registered Retirement Consultant-RRC® designation from the Canadian Institute of Financial Planning he can provide a detailed look at how you plan for retirement, how you use your financial assets during retirement, and how you make financial decisions related to retirement and provide a detailed look at the estate planning process and the many considerations and strategies involved in developing an estate plan.

My primary goal is to simplify your financial life. I combine investment management and holistic planning to provide total wealth management for my clients. Together, we’ll piece together a financial picture and investment strategy to meet your goals, and give you greater confidence in your future. From budgeting to advanced retirement projections, and everything in-between, we’ll piece together a financial plan that evolves with your ever-changing needs.

Contact an Award Winning financial Advisor in Ottawa

My primary goal is to simplify your financial life. I combine investment management and holistic planning to provide total wealth management for my clients. Together, we’ll piece together a financial picture and investment strategy to meet your goals, and give you greater confidence in your future. From budgeting to advanced retirement projections, and everything in-between, we’ll piece together a financial plan that evolves with your ever-changing needs.

 

 

 

Trust – Recommendations are always in your best interest period

Choices – I am a broker so I will find the products and services that best meet or exceed your needs at the lowest cost

Clarity – I take the time to clearly explain my recommendations so you can make an informed decision

Support – Contact me days, nights and weekends to answer your questions

 

 

Retirement Help in Ottawa

 

There are still a lot of misconceptions about money & retirement planning. I just want to help you retire when you want and how you want. As a Registered Retirement Consultant-RRC® and independent adviser, I share my unbiased knowledge to help you have a better understanding of investing, insurance and financial planning.

Getting on track for retirement doesn’t have to be confusing or complicated. Get the information you need to avoid mistakes and be Ready For Retirement!

 

 

 

Who Needs Retirement Planning?

Ottawa
FAMILIES

A complete and solid financial plan can help you: Prioritize your goals, focus on the bigger picture, organize your finances and worry less about money

 

Medical
PROFESSIONALS

I understand the unique financial & insurance needs of Canadian Physicians, Registered Nurses, Dentists and other medical professionals.

 

Public
SERVANTS

As a former public servant I have a thorough understanding your group benefits and pension plan. I can help you understand your current benefits and create a plan to work with them.

Business
OWNERS

Businesses that are under insured or without broad, proper and adequate coverage are taking needless risks, which could eventuate in serious financial problems.

 

FINANCIAL SERVICES

FINANCIAL PLANNING

A detailed roadmap to your financial life

Complete context to your financial decisions

Quarterly client service meetings

INVESTMENTS

Disciplined and diversified strategies tailored to your specific goals

Passive and low cost approach with a transparent fee structure and options

INSURANCE

Protect what matters most

Life, health and disability insurance

 

WORKPLACE BENEFITS

Retain and motivate your talent

Leverage tax strategies for your business

 


Contact Information

Office:

Address:

2100 Thurston Dr #13b Ottawa, ON K1G 4K8

Email:

info@AndrewWBradley.ca

Phone:

613.286.6841

FAX:

613.232.8378