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Starting Your Career
Build strong financial habits while your income and opportunities are growing.
Ottawa & Eastern Ontario
Financial Planning Across Ottawa & Eastern Ontario
Local financial guidance for the life, family and future you are building.
Find your community
Local guidance, across the region.
Our office is located in Centrepointe, Nepean, with clients served across the greater Ottawa region and beyond.
20 community guides One Ottawa home base
Our home city
Ottawa neighbourhoods
Find financial planning and protection services in your community.
Rural west & Ottawa Valley
Guidance for rural households, family enterprises and business owners.
Eastern Ontario
Planning support in neighbouring towns and cities.
Don’t see your community? Contact our team to discuss service availability for your location.
Community
Proudly Serving Ottawa’s Black Community
Centerpointe Financials has a strong commitment to serving Black families, professionals and entrepreneurs throughout Ottawa and Eastern Ontario.
Supporting parents, buying a home or building the family’s first business can connect today’s decisions with the next generation’s opportunities.
- Family protection & education
- Business ownership
- Investments & retirement
- Legacy & generational wealth
We welcome individuals and families from communities and backgrounds throughout the region.
Planning around your life
The support you need, wherever you call home.
Your postal code does not determine your financial strategy. Your circumstances do.
The objective is to understand what matters to you and then consider how different financial decisions may work together.
Explore all servicesFinancial Planning
Create a clearer roadmap around your financial priorities.
Retirement Planning
Understand what retirement may require and how different income sources could work together.
Investment Planning
Connect investment decisions to your goals, time horizon and tolerance for risk.
Wealth Management
Bring investments, protection, retirement and legacy considerations into a more coordinated strategy.
Life Insurance
Help protect the financial future of the people who depend on you.
Health Insurance
Explore appropriate protection against certain health-related financial risks.
Business & Corporate Insurance
Help protect the people, ownership and assets behind your business.
Estate & Legacy Planning
Think more intentionally about how the financial progress you create today may support the people and priorities that matter tomorrow.
Life Stages
As life changes, your plan should too.
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Growing Your Family
Coordinate insurance, housing, education, savings and retirement priorities.
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Building a Business
Connect business success with personal financial security.
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Growing Wealth
Bring investments, protection and long-term goals together.
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Approaching Retirement
Move from accumulation toward income and retirement readiness.
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Creating a Legacy
Consider what happens to the wealth and assets you eventually leave behind.
Our Ottawa home base
Based in Centrepointe. Here for your next step.
Depending on the service, advisor availability, licensing requirements and your location, meetings may be available in person or through other appropriate meeting arrangements.
Centerpointe Financials
84 Centrepointe Drive
Ottawa, Ontario K2G 6B1
What you can expect from us
Local Understanding
We are based in Ottawa and work with clients throughout the region.
Personalized Planning
Your financial strategy begins with your circumstances rather than a generic template.
Protection + Planning
We consider both what you are trying to build and what could financially disrupt it.
Bigger-Picture Thinking
Insurance, investing, retirement, business ownership and legacy decisions can affect one another.
Clear Conversations
You should understand a financial strategy before deciding whether it is appropriate for you.
Community Focus
We are proud to work with Black families, professionals, entrepreneurs and diverse communities throughout the region.
A few practical details
Questions about our service area.
Where we work, how we meet and how to get started.
Where is Centerpointe Financials located?
Centerpointe Financials is located at 84 Centrepointe Drive in Ottawa’s Centrepointe community in Nepean.
What areas of Ottawa does Centerpointe Financials serve?
Our service area includes Nepean, Kanata, Barrhaven, Orléans, Westboro, Hintonburg, the Glebe, Old Ottawa South, Alta Vista, Downtown Ottawa, Centretown, the ByWard Market, Lower Town, Manotick, Greely, Carp, West Carleton and surrounding communities.
Does Centerpointe Financials serve clients outside Ottawa?
Our service area can include neighbouring Ontario communities such as Kemptville, Russell, Cornwall and Kingston, subject to advisor availability, applicable licensing and the services required.
Does Centerpointe Financials serve Gatineau?
Centerpointe Financials’s service-area pages currently focus on Ontario. Clients seeking services in Quebec should contact the firm directly to determine whether an appropriately licensed professional is available for the required service.
Do I have to visit the office?
Not necessarily. Meeting options depend on the financial service, advisor, location and applicable requirements. Contact Centerpointe Financials to discuss available options.
Can Centerpointe Financials help with both insurance and financial planning?
Depending on the client’s needs and the applicable licences and registrations of the professional involved, conversations may cover financial planning, protection, retirement, investment-related planning and other financial objectives.
Does Centerpointe Financials work with business owners?
Yes. Our broader financial-planning approach includes business owners and entrepreneurs, with relevant conversations potentially involving personal financial planning, protection, corporate insurance, retirement and succession.
Does Centerpointe Financials work with Black families and entrepreneurs?
Yes. Centerpointe Financials is proud to serve Black families, professionals and entrepreneurs while welcoming clients from communities and backgrounds throughout Ottawa and Eastern Ontario.
Start where you are
Your next conversation can start here.
Tell us what you’re trying to protect, what you want to build and where you call home. We’ll help you understand the next step.
Financial, investment and insurance-related services are subject to applicable licensing, registration, product availability, jurisdiction and individual suitability requirements. Service availability may vary by location and advisor. Legal, accounting and tax matters should be addressed by appropriately qualified professionals.