Independent Planning Group Ottawa Central

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

Exponent Investment Management, established in 2011, is an independent wealth management firm based in Ottawa, Ontario, serving clients across Canada. Unlike large banks or insurance companies, Exponent prioritizes client interests by creating simple, diversified portfolios tailored to meet individual financial goals. The firm offers a range of services including financial planning, investment management, and regular portfolio reviews, emphasizing transparent fees and ongoing communication. Their dedicated team focuses on delivering a smooth journey towards achieving financial success while addressing clients' broader financial health needs. Generated from the website

Meldrum Horne & Associates Inc, situated in Ottawa, ON, specializes in employee benefits, retirement planning, insurance, and investments for businesses and individuals alike. Their dedicated team is committed to helping businesses attract and retain top talent by offering tailored employee benefits, group retirement programs, and individual financial planning services. Additionally, they provide strategies such as buy-sell insurance and key man insurance to safeguard businesses from unexpected challenges. Founded by industry veterans Jamie Meldrum and Michael Horne, the company boasts over 40 years of combined experience. Their client-centric approach, innovative solutions, and emphasis on transparency have earned them a loyal clientele base, ranging from local businesses to international corporations. Generated from the website content