Assante Financial Management

Watson di Primio Steel Investment Management, based in Ottawa, ON, specializes in wealth management with a strong emphasis on client relationships and trust. The firm offers experienced advice, time-proven investing strategies, and a commitment to transparency throughout the investment process. Recognizing the evolving landscape of wealth management, Watson di Primio Steel focuses on understanding the unique needs and goals of private clients. Their approach combines objective guidance with a personal touch, ensuring that clients are fully informed at every step of their investment journey. Generated from the website

Ryan Lamontagne Inc. is a prominent fee-based financial planning firm in Ottawa, specializing in comprehensive wealth management for affluent individuals and families. Since 1994, they have adopted a holistic approach, integrating financial planning, investments, and tax minimization to assist clients ranging from business owners to retirees. Offering a deep bench of expertise, the firm provides tailored solutions across various financial areas, including financial planning, tax preparation, investment counseling, and estate planning. Their client-first business model focuses on helping clients efficiently navigate the complexities of increasing wealth, ensuring every aspect of their financial picture is considered. Generated from the website