Investors Group Financial Services

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

MD Financial Management is a national wealth management firm dedicated exclusively to serving Canada's physicians and their families, with over 50 years of experience in understanding their unique financial journeys. The firm emphasizes the importance of financial well-being in building healthier lives, offering personalized financial planning without commission-based incentives. MD Advisors work closely with clients to establish personal financial goals through a comprehensive discovery of their overall financial and personal situations. By providing living, breathing financial plans that adapt to changing priorities, MD Financial Management aims to help clients achieve optimal financial outcomes and secure a prosperous future. Generated from the website