A Ottawa Financial Advisor is a professional who can help you create a plan to reach your long-term financial goals. They can offer advice on saving, investing, retirement and estate planning. They are also often able to recommend tax strategies and ways to reduce your expenses. They can be found across Canada but are particularly valuable in Ontario where they have local knowledge and expertise.

Mitch McLean is an Ottawa financial planner who works with medical professionals, business owners, and retirees. He has 16 years of experience creating wealth for his clients. His approach is to build a long-term relationship and provide unbiased advice that is tailored to your unique needs. His service area includes Vaughan, and he can help you achieve your financial goals.

How an Ottawa Financial Advisor Can Help You Reach Your Retirement Goals

MacAuley Financial Advisors is a fee-based firm that offers a full menu of services. Their three-step process involves reviewing a client’s personal financial data in confidentiality and then providing a customized action plan with goals, performance targets and timelines. They also provide recommendations that address debt management, retirement planning, housing options, taxes, and financial risk management.

It is important to compare multiple financial advisors before choosing one. Consider their background, fees, methods and how they have helped past clients. A good place to start is SmartAsset’s free tool that matches you with vetted advisors who serve your area. You can then have a free introductory call with your advisor matches to decide which one is right for you.