Lisa Rockliffe

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.

Wealth Strategies, located in Ottawa, ON, is a trusted financial advisory firm with over 75 years of combined experience in wealth management. The team is dedicated to providing reliable, straightforward financial guidance tailored to a diverse clientele, including doctors, retirees, and professionals preparing for retirement. With a commitment to fiduciary responsibility, Wealth Strategies emphasizes comprehensive personal wealth planning supported by unbiased advice and collaboration. Their approach combines professionalism with a touch of humor, ensuring clients feel comfortable and well-supported in achieving their financial goals. Generated from the website

Interactive Capital Partners Corp is a financial services firm based in Ottawa, ON, specializing in investment management and advisory services for individual and institutional clients. With a focus on personalized financial solutions, the company offers a range of investment products and strategies to help clients achieve their financial goals and navigate the complexities of the market. Generated from their business information