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About Centerpointe Financials · Ottawa

Financial Guidance Built Around Real Life

Your financial life is personal. Your guidance should be too.

Centerpointe Financials helps families, professionals and business owners protect their income, build wealth and create a lasting legacy through clearer conversations and personalized financial strategies.

Book Your Complimentary Financial ReviewMeet Our Team

Real Life First

Financial Planning Should Start With Your Life, Not a Product

A father and young daughter reading together on a sofa at home
An independent shop owner arranging handmade ceramics on a shelf

Money touches almost every important part of life.

It affects how we protect our families, pursue opportunities, build businesses, prepare for retirement and support the generations that follow us.

Yet financial decisions are often handled separately. Insurance is discussed in one conversation, investments in another, retirement later and legacy planning only when it becomes urgent.

Centerpointe Financials was built around a more connected approach.

We help clients understand how the different parts of their financial lives may work together, so each decision supports a clearer long-term purpose.

Our role is not simply to present financial products. It is to help you understand:

  • Where you are today

  • What you are working toward

  • What could interfere with those goals

  • Which options may be available

  • What deserves your attention first

Because earning more does not automatically create financial security. Progress becomes more meaningful when it is protected, directed and connected to the life you want to build.

Our purpose is to help turn financial progress into lasting financial security.

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We understand that building wealth matters. Protecting it matters. Passing it forward matters too.

Proudly Rooted in Ottawa

Local Relationships. Broader Generational Impact.

Centerpointe Financials is based in Ottawa and serves individuals, families, professionals and business owners across the city and surrounding communities.

We are especially proud of our connection to Ottawa’s Black community.

For many clients, financial success carries responsibilities and ambitions that extend beyond the individual:

  • Supporting parents and extended family
  • Becoming a first-generation homeowner
  • Creating opportunities for children
  • Building a business
  • Funding education
  • Protecting family progress
  • Creating something meaningful for the next generation

While this connection is an important part of who we are, Centerpointe welcomes clients from diverse backgrounds, family structures, professions and financial starting points.

There is no single financial roadmap that works for everyone. That is why every relationship begins with listening.

Learn About Our Community Commitment

Our Approach

Better Understanding Leads to Better Decisions

Financial services can become complicated quickly. Our approach is designed to make the process more personal, understandable and purposeful.

Illustrative planning conversation with a professional listening to a client
  1. 01

    We Listen Before We Recommend

    Before discussing strategies or solutions, we take time to understand your priorities, responsibilities, concerns and vision for the future.

  2. 02

    We Look at the Bigger Picture

    Financial decisions rarely exist in isolation. We consider how protection, investments, retirement, business ownership and legacy goals may affect one another.

  3. 03

    We Explain Before You Decide

    You should understand what a recommendation is intended to accomplish, what it may cost, what risks may be involved and what alternatives may exist.

  4. 04

    We Build for the Long Term

    Life changes. Families grow. Careers advance. Businesses evolve. Retirement gets closer. Your financial strategy should be reviewed as your circumstances and priorities change.

Our planning philosophy

Understand. Protect. Build. Review.

Learn What to Expect

The People Behind Centerpointe

Professional Guidance Begins With Personal Trust

Choosing a financial professional is an important decision. You should know who you are working with, understand their qualifications and feel comfortable asking questions.

Our team combines professional experience with a shared commitment to clear explanations, thoughtful guidance and long-term client relationships.

Oluwabukola Adeyanju

Women, Family Protection and Generational Wealth

Oluwabukola Adeyanju

Oluwabukola’s practice emphasizes helping women and families strengthen financial security, protect the people who depend on them and prepare for generational wealth.

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Meet Oluwabukola
Idowu Adekola Nafiu

Financial Strategist | CHRL, CHRP

Idowu Adekola Nafiu

Idowu helps clients consider how today’s financial decisions can support their family, career, business and long-term goals.

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Professional designations
CHRL, CHRP
Areas of specialization
Financial strategy, protection, retirement and business-owner planning
Jurisdictions served
Ottawa, Ontario
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Meet Idowu
Bolaji Yusuf

Financial Professional

Bolaji Yusuf

Bolaji works with clients to understand their priorities, explore appropriate financial options and make more informed decisions about their future.

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Meet Bolaji

Centerpointe at a Glance

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Individuals, families and businesses served

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Individuals, families and businesses served

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Insurance and investment providers

  • Ivari
  • Industrial Alliance
  • Equitable
  • BMO
  • Manulife
  • Everest
  • Foresters
  • Travelance
  • RIMI Insurance

Products are issued by the named companies. Availability depends on licensing, eligibility, product terms and individual circumstances. Centerpointe Financials is not affiliated with these companies.

Additional Trust Elements

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  • Verified awards or recognitionsAssets pending approval
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Profession or location, with permission

All titles, credentials, licences, statistics, affiliations and testimonials must be verified and approved before publication.

Meet the Centerpointe Team

Local to Ottawa

Based in Ottawa. Built for lasting relationships.

Centerpointe Financials is based in Ottawa and serves clients across the city and surrounding communities.

Being local matters because financial planning is ultimately relationship-driven.

Meet With Us
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Centerpointe Financials

84 Centrepointe Drive

Ottawa, Ontario K2G 6B1

Phone
(613) 400-2952

Email
info@centerpointefinancials.com

Start With a Conversation

Your Financial Future Deserves More Than Disconnected Decisions

  • Your insurance should support your financial priorities.
  • Your investments should support your goals.
  • Your retirement strategy should support the life you want.
  • Your business should support your personal financial future.
  • And the wealth you build should ultimately support the people and purposes that matter most to you.

That is the bigger picture. And that is where we begin.

No pressure. No confusing financial language. Just a focused conversation about where you are, what matters most and what your next steps could look like.

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Compliance Statement

Financial, investment and insurance services are subject to applicable licensing, registration, eligibility and product availability. Strategies and recommendations should reflect individual circumstances, objectives and risk tolerance. Legal, accounting and tax matters should be addressed by appropriately qualified professionals.