Retirement & Financial Planning

True financial planning creates a personalized roadmap for your life, not just accurate numbers. We recognize your unique aspirations and worries, crafting a plan to match. Using neuroscience insights, we guide you towards smarter financial choices and away from common pitfalls. Our tailored approach provides confidence in your financial future, adapting as your life changes.

Personalized Planning

“Your life, your plan—built for your goals.”

Your financial journey is personal, and your plan should reflect that. We don’t use cookie-cutter strategies. Instead, we take the time to listen, understand, and craft a plan that aligns with your life and aspirations. Whether you’re planning for retirement or navigating major life changes, we’re here to create a roadmap that feels achievable and tailored to you.

Neuroscience-Driven Decisions

“Helping you avoid costly mistakes and stay on track.”

We don’t just focus on numbers—we focus on the way you make financial decisions. By using insights from neuroscience, we help you steer clear of common emotional pitfalls, like panic during market downturns or overconfidence in good times. Our approach helps you stay grounded and confident, ensuring that your financial decisions are guided by a clear strategy and long-term thinking.

Continual Review and Evolution

“Your plan grows with you—because life changes.”

Your financial plan isn’t a one-time project. It’s an evolving process that changes as your life changes. Every three years—or sooner, if needed—we revisit and adjust your plan to make sure it still fits your goals. As life throws new challenges or opportunities your way, we ensure your financial strategy stays on course, giving you the peace of mind that you’re always prepared.

Insights & Case Studies

EXPERT WEALTH MANAGEMENT FOR EVERY STAGE OF LIFE

Looking for an experienced financial advisor in Ottawa? Evans Family Wealth offers personalized wealth management for every stage of life—from retirement planning to wealth growth ...

Business Owners and an Emptying Nest

The Johnsons*, a dynamic couple in their early 50s, are both successful business owners with well-known franchise locations in their community.

SAVE THE WORLD BY SAVING FOR RETIREMENT

The pursuit of wealth might be best considered as the ultimate social good. Far from being an act of greed, building wealth is an act of responsibility and stewardship—towards yourself, your family, and the world.

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor.

All insurance products and services are offered by life licensed advisors of Wellington-Altus Insurance Inc. or other insurance agencies separate from Wellington-Altus Private Wealth.