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Money Concepts Ottawa Valley offers a wide range of
financial products and services to meet your needs.
Wealth Creation:
- Comprehensive Financial Planning
- Mutual and Segregated Funds*
- Guaranteed Investment Certificates (GIC)
- Term Deposits and Guaranteed Government Bonds
Tax Reduction:
- Long-term Tax Planning
- Annuities
- Tax-Assisted Investments and Limited Partnerships
Business Services:
- Group Registered Retirement Savings Plans (GRSP)
- Group Pension Plans
- Group Extended Health Plans
- Group Life and Disability Insurance Plans
- Tax Planning
- Key Person Insurance
- On-site Financial Planning Seminars
Estate Planning:
- Analysis of Retirement and Severance Packages
- Balanced Estate Distribution
- Probate and Tax Minimization
Retirement:
- Registered Retirement Savings Plans (RRSP)
- Registered Retirement Income Fund (RRIF)
- Tax Free Savings Accounts (TFSA)
Education:
- Registered Education Savings Plans (RESP)
- Financial Planning Seminars and Panel Discussions
- In Trust For Accounts
Insurance*:
- Life Insurance, Universal and Term
- Critical Illness Insurance
- Disability Insurance
- Major Medical and Travel Insurance
Please contact one of our experienced financial planners at
Money Concepts Ottawa Valley for a FREE consultation
and we can help you achieve financial success!
Call us at 613-432-5617 or email info@moneyconceptsov.com
*Segregated Funds and Insurance Products provided through multiple carriers
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