A home and other assets
Look at property alongside investments and the cash you may need in the next stage of life.
Financial planning · The Glebe & Old Ottawa South
Financial Planning in The Glebe & Old Ottawa South for Life, Wealth & Legacy
Financial planning for The Glebe & Old Ottawa South households, professionals and business owners. Review your priorities for protection, savings and future income.
Your community, your priorities
Plan around an established financial life.
A home, accumulated savings and family commitments can create more choices as retirement approaches. We help Glebe and Old Ottawa South households consider them together.
Helping adult children
Consider family gifts or ongoing support in the context of your own retirement resources.
Coordinating a couple’s retirement
Review the timing of pensions and withdrawals alongside both partners’ plans for work and family.
Choose where to begin.
Explore the areas relevant to you. We can help set priorities without treating every decision as a separate project.
Retirement and investmentsUnderstand how your savings and workplace benefits could support your future income.
- Bring pension estimates and investment accounts together.
- Compare the timing of retirement with household spending needs.
Protection and family goalsReview the responsibilities your income supports and the cover already in place.
- Consider debts, dependants and existing workplace coverage.
- Balance protection with education savings and other household goals.
Business and professional planningConnect the money inside your business with your personal financial goals.
- Keep operating reserves distinct from money available for personal use.
- Coordinate compensation, protection and succession with qualified tax and legal professionals.
Estate and family continuityConsider how assets, insurance and family wishes fit together.
- Review beneficiaries and the financial needs of the people who depend on you.
- Work with your lawyer on wills, powers of attorney and other legal documents.
The life behind the plan
Define the next chapter together.
Moving, staying put or working fewer hours each has financial implications. Begin with the life you want before choosing the accounts that will support it.
A practical first conversation.
01
Bring your starting point
Share your goals, account statements, pension information and existing coverage. We begin with what you already have.
02
Agree on the priorities
Identify gaps, trade-offs and decisions that need input from your accountant, lawyer or other professionals.
03
Put the plan into practice
Set clear next steps and revisit them as your income, household or goals change.
Useful answers
The Glebe & Old Ottawa South planning questions
Where is Centerpointe Financials located?
Our physical office is at 84 Centrepointe Drive, Ottawa, Ontario K2G 6B1.
Can you help with life insurance?
Life insurance planning may be available subject to applicable licensing, eligibility, underwriting and product availability.
Can you help with estate planning?
Centerpointe Financials can help clients consider financial and insurance aspects of estate and legacy planning. Legal documents and legal advice should be handled by appropriately qualified legal professionals.
Does Centerpointe Financials offer wealth management?
Wealth-related services depend on the applicable licences and registrations of the financial professional involved and individual circumstances.
Does Centerpointe Financials serve clients in The Glebe?
Yes. Centerpointe Financials serves individuals, families, professionals and business owners throughout The Glebe and surrounding Ottawa communities.
Start with the decision in front of you.
Tell us what has changed and what you want to understand. Your first review can help identify the next step.
Related guidance and communities
Financial, investment and insurance-related services are subject to applicable licensing, registration, product availability, eligibility and individual suitability requirements. Legal, accounting and tax matters should be addressed by appropriately qualified professionals. Information provided on this page is general educational information and does not constitute individual financial, investment, insurance, legal, accounting or tax advice.