613-748-7770

Roger Crandlemire, CFP

Independent Financial Advisor

Roger Crandlemire, CFP

Financial Service Broker and Estate Preservation Specialist

25+ Years

Experience in Retirement Income Planning

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.

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Call 613-748-7770 OR book your appointment below!

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TESTIMONIALS

"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."

George Frankl, CPA and Roslyn Frankl, CPA

Retired Economists, February 20, 2015

“...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...”

Arthur & Ursula MacLaren,

Retirees, Alexandria, Ontario, March 5, 2015

“...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.”

The Richardson Family

Carp, Ontario March 5, 2015

“...Over the past 14 years, Roger has provided us with sound practical financial advice in a personable and relaxed manner...”

Dr. David Tinsley

Veterinary Opthalmologist, March 5, 2015

“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...”

David C. Juvet,

LLM, CFP, CLU, CHFC, Ontario East Insurance Agency, Toronto

OAM Blog Posts

Tips for Choosing the Best Travel Insurance for Canadians

by | October 18, 2017 | Travel Insurance | 0 Comments

Purchasing travel insurance when we leave Canada is a no-brainer. It’s paying a small amount to avoid incurring bills in the thousands and even millions. However, it is an extra expense. The cost for the baby boomer demographic is rising, and can become prohibitive if...
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Deposit Brokers Earn You Higher Interest on Guaranteed Investment Certificates

by | September 28, 2017 | GICs | 0 Comments

The role of the middleman is to save you money. This is the case when it comes to purchasing a GIC. You receive a higher interest rate when you purchase through a deposit broker instead of going directly to the bank. Deposit brokers offer a similar type of service as...
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Financial Plan or Financial Model?

by | March 20, 2017 | Financial Planning, Financial Services | 0 Comments

Most financial institutions still make it their goal to create a financial plan for their clients. This is a one-dimensional approach that falls short of the complex realities facing retirees. The goal of a financial advisor should be to clarify a client's wants and...
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Advantages of TFSAs

by | December 10, 2016 | Segregated Funds | 0 Comments

Many Canadians are better off contributing to a TFSA rather than an RRSP. The amount you can contribute to a TFSA is based on your TFSA contribution room. If the TFSA has not yet been opened, then the individual can contribute up to $46,500 based on the maximum...
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Effects of the Low Canadian Dollar

by | November 23, 2016 | Financial Planning, Retirement Income | 0 Comments

This week the loonie fell below 69 cents US for the first time in 13 years. There are some benefits to a low dollar, but this has a big negative effect on snowbirds. Canadians taking their usual winter escape will be feeling the pinch. Their discretionary spending, on...
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Charitable Gifting through Life Insurance

by | August 10, 2016 | Life Insurance | 0 Comments

Are you thinking of donating a lump sum to a charity of your choice at your decease? The most efficient way to do that is through a life insurance policy, providing of course, that you are insurable. There are three methods by which a donor can gift life insurance to...
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401- 265 Carling Ave.
Ottawa, ON  K1S 2E1
Fax: 613.902.4813

613.720.9135

 

QUICK LINKS

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Roger Crandlemire, CFP | Contact us

Ottawa Asset Management