Concentra Financial

Independent Planning Group Ottawa Central is a professional consulting firm based in Ottawa, ON, offering a range of strategic planning services to individuals and businesses. With a focus on providing tailored solutions, the company assists clients in achieving their financial and organizational goals. Specializing in comprehensive planning and analysis, Independent Planning Group Ottawa Central works closely with clients to develop personalized strategies that align with their unique needs and objectives. Through a collaborative approach, the firm helps clients navigate complex financial decisions and optimize their long-term success. Generated from their business information

Sirius Financial Services, led by Founder and President Susan St. Amand, specializes in family enterprise systems governance, succession planning, and wealth transfer strategies. With a team of professional advisors, they aim to implement orderly and tax-efficient plans to facilitate the seamless transition of family businesses and wealth across generations. The firm offers a range of services focused on risk assessment, wealth preservation, and employee benefits to ensure the continued growth and security of their clients' assets. With over 30 years of experience in continuity planning, Susan collaborates with clients and stakeholders to align business and family objectives effectively. Generated from the website

Henley Solutions Inc. is a financial services firm based in Ottawa, ON, dedicated to providing integrative solutions aimed at growing clients' wealth. Their offerings include custom-crafted investment portfolios, tax minimization strategies, and cost-effective insurance solutions designed to protect both assets and loved ones. With a focus on delivering stable results and a well-designed approach, Henley Solutions seeks to fill the gaps left by traditional banking services. The firm's commitment to personalized financial planning ensures that clients can navigate their wealth management journey with confidence. Generated from the website