AT OTTAWA ASSET MANAGEMENT
We help you maximize retirement income and protect your legacy.
We do this by taking a holistic consultative approach, understanding no two situations are alike.
Call 613-720-9135 OR book your appointment below!
"We are very happy with the service of Roger. His word is his bond. Roger always finds the best return for us in safe investments and always keeps us well informed of our portfolio status.We have recommended him to friends and family."
“...Roger has given us sound advice regarding our estate and we are fully satisfied with the service he provides. His emphasis on estate preservation has provided us with peace of mind in regards to our estate...”
“...We met Roger over 13 years ago. We were immediately impressed with his relaxed manner and honesty. Roger has gone out of his way many times to help and advise our family. We don’t know what we would do without him.”
“...Over the past 14 years, Roger has provided us with sound practical financial advice in a personable and relaxed manner...”
“I’ve worked with Roger for sixteen years. He is a well informed, dedicated financial planning professional, who is helping to build our presence in the Ottawa area...”