When meeting with Ottawa and Orleans families the first question I typically get is - what is life insurance? Most...
We have been working with Andrew for about 5 years and have found him to provide clear and concise advice in a highly professional manner. He spent the time to understand us, where we are coming from and our goals; has helped organize our monthly cash flow and has provided us with a clear strategy to have zero debt and a big nest egg to retire with.Melinda HendersonJanuary 28, 2019
We are retired and needed advice on various aspects of our pensions, savings and investments. Andrew was able to give us detailed advice and answered all our questions in a professional way. He could not have done anything better.William JohnsonSeptember 11, 2018
My wife and I were getting stressed out about our financial situation. Andrew was able to set us up so that we would pay our debt and our mortgage down quicker. He set up a plan that we could easily follow and was super easy to talk to. There is a reason he was voted Ottawa's Favorite Financial Advisor - he is fantastic.Henry DuboisJanuary 24, 2018
With everything going on in life – work, study, sport, travelling, kids….etc., managing and organizing our finances was always something that would get done tomorrow, but after a few years of ‘tomorrow’ it was obvious we needed a new strategy. Working with Andrew and leveraging off his experience and expertise was the catalyst to enable us to organize a sound financial plan to enable us to meet short and long term goals. Ongoing management of our finances by Andrew also provides peace of mind that after the initial good work has been completed we won’t drop the ball going forward.Brandon LuitwielerJuly 24, 2017
Andrew helped organize my finances and his cash flow plan freed up $300 a month. Now I have extra money every month, my debts will be paid off sooner and I am able to save for retirement. My stress over finances are gone and I can now look forward to retirementAshley RamonJuly 12, 2017
I'm in my 50’s and am finally waking up to the fact that I haven't started to plan effectively for retirement. After doing a bit of initial research on my own, my real estate broker (and a personal friend) referred me to Andrew. He spent a good deal of time with me, discussing my new direction towards preparing for retirement. He affirmed some of the steps I'm taking and offered advice on additional steps, possible tax implications, etc. I can't say enough about how helpful he was, as well as personable and friendly. And I didn't get a single sales pitch. Just thoughtful, advice.Jason WintersJune 20, 2017
My partner and I were about to have our first child, so we thought it was a good time to get some advice regarding our finances. We wanted some help with our budgeting, insurances and superannuation. We found Andrew to be very helpful and efficient. The process Andrew took us through from beginning to end was very informative. He listened carefully to our concerns and always had our best interest at heartEric GrekJune 6, 2017
I am very satisfied with my new Retirement Plan. It has been what I have needed and I am happy with all of the details and the personal care that was given to me from Andrew. I would recommed his retirement planning and care to any one that is lost and needs some great and exciting new ideas!Al-Hamza AbdullahAugust 3, 2016
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