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Ottawa
Estate planning is essential to ensure that assets are managed and distributed according to your desires in the event of incapacitation or death. Our Estates Practice will help you create an estate or business succession plan designed to minimize estate taxes, avoid probate when desired and ensure the orderly administration of your estate. Helping clients who are responsible for probating an estate after the death of a loved one.
Ottawa
- Multiple Award-winning Financial Advisor - 2022 accepted into MDRT membership - 2021 & 2020 Top 20 DFS Independent Network Advisors in Canada - 2021 Financial Advisor of the Year - 2020 Top Insurance Advisor - What is the difference between working with “an advisor” and a “top financial advisor”? - Our core values of ✔️ Trust ✔️ Care ✔️ Engage ✔️ Learn
Ottawa
We are an independent boutique financial services company. We offer integrated holistic solutions including all aspects not just investments insurance and mortgages. With international planning standards and award winning innovative approaches, you won’t believe the difference in efficiencies that are possible, with the application of efficient education and best in class solutions.
Marie-Pier Lévesque
Concierge Wealth Management is an empathetic, pragmatic, positive and above all extremely efficient firm. Simon's mastery of his area of expertise is phenomenal and put me at ease instantly. He took the time to educate me on financial matters without making me feel like a failure. Once he got a portrait of the situation, in proposed a pragmatic plan for me, which he was able to set in motion at an impressive pace and was there to accompany me through it the entire time. His associates, Dylan and Matt, were also very helpful and pleasant.
Outstanding service all around!
Ottawa
Je suis parfaitement bilingue. Si parla italiana y se ofrecen servicios en español. I provide candid advice. My platform is paperless and I break down the legal process in a straight-forward manner. I tailor the legal service required to the client. The approach is client-centered- and accessible with experienced Law Clerks- Emily Sabourin and Andrea Puglia for greater assistance.
Ottawa
We take a partnered approach to your financial well-being. You want to succeed; we're tied to your success. Don't waste your time with people looking for a quick sale (Due to the volume of requests, please contact us directly). Feel free to call us directly!
Warren van den Hoef
I've known Sam for quite a few years now and he's not only helped me with financial advise but also was instrumental in helping a dear friend of mine through some very hard times. Sam is compassionate, he's intelligent and he tells you like it is, all things I deem to be very important in a financial advisor. If you're looking for financial services, Sam is the person you need to see without question.
Ottawa
Pier Inoni
Nancy Nyota est certainement l'une des collègues d'université les plus brillantes que j'ai eu l'occasion de côtoyer. Son parcours et son histoire laissent penser qu'en agissant à son propre compte, Nancy vise l'atteinte du meilleur service client. Je n'aurais aucune hésitation à recommander Me Nyota à mes amis ou relations professionnelles de la région de Gatineau.
Ottawa
Holly R.
I'm very pleased with the professional level of legal services at McGuinty Law. We have had a fair number of real estate transactions process through their firm, as well as wills and power-of-attorney documents. Our family has worked mostly with Mr. Costanzo and Mr. McGuinty but the real star of the show (and I'm sure the lawyers will agree) is the office administration manager, Diane. She seems to know everything that's going on in that office at any given time, and she is prepared to help at a moments notice.
based on 100 reviews
The average rating for Bark Will Writers in Ottawa is 4.31, based on 100 reviews.