Business owners & professionals
Planning around your practice, business or variable income.
Our Ottawa home base
Financial Planning and Insurance Solutions for Life in Ottawa
Based in Centrepointe, we help Ottawa families, professionals and business owners connect their insurance, savings and future plans.
Financial services in Ottawa
What would you like to plan for?
Start with a priority. We’ll help you understand how it connects with the rest of your financial life.
Planning & wealth
Bring your savings, investments and retirement plans together.
Family & protection
Plan for the people who depend on you, today and in the future.
Business & continuity
Connect the future of your business with your personal financial security.
Who we help
Guidance that fits your responsibilities.
Families & life changes
Support as you build a home, raise children or settle into life in Canada.
Preparing for retirement
Understand how your pension, personal savings and future income fit together.
How we work
A clear next step, then a plan you can follow.
- 01
Start with your circumstances
Discuss your goals, responsibilities and existing arrangements. Agree on the priorities that need attention first.
- 02
Understand your options
Compare suitable strategies, including their purpose, costs and trade-offs, before deciding how to proceed.
- 03
Put your plan into practice
Implement the choices you are comfortable with, then review them as your family, work and goals change.
Find us in Centrepointe
Your Ottawa starting point.
Contact our team to arrange a conversation. Meeting options depend on the service, advisor availability and your circumstances.
Centerpointe Financials
84 Centrepointe Drive
Ottawa, Ontario K2G 6B1
Explore nearby communities
All areas we serveBefore we meet
A few questions you may have.
You don’t need every goal figured out before the first conversation.
What happens during the first financial review?
The first conversation focuses on understanding your current situation, concerns and goals. You may discuss your family responsibilities, income, savings, insurance, retirement plans, business interests and any major decisions you are considering. You can then identify the areas that may require further review.
Do I need a large investment portfolio to work with CenterPointe Financial?
Your need for financial guidance is not determined only by the size of your investment portfolio. Planning can also involve family protection, income security, debt, education savings, retirement preparation, business continuity and estate goals.
Can you review insurance policies I already own?
Yes. A policy review can help you understand your existing coverage, its original purpose and whether it continues to reflect your current responsibilities and goals. Any recommendation to retain, change or replace coverage should follow a careful comparison.
Do you work with both individuals and businesses?
CenterPointe Financial serves individuals, families, business owners and incorporated professionals. The planning priorities and available solutions will depend on the client’s circumstances.
How often should my financial plan be reviewed?
A review may be appropriate when you experience a major life or business change, such as marriage, the birth of a child, buying a home, incorporating a business, changing careers, approaching retirement or beginning succession planning. Regular reviews can also help keep your strategy aligned with your evolving goals.
Start with what matters now
Let’s talk about your next step.
A new responsibility, an upcoming retirement or a question about your current coverage. Bring the decision that’s on your mind.
The information on this page is general and educational in nature. It is not intended as individualized financial, insurance, investment, tax, legal or accounting advice.
Products and services are available only through appropriately licensed, registered or credentialed individuals and entities and may vary by province, provider, jurisdiction and client eligibility.
Insurance products are subject to eligibility, underwriting, exclusions, limitations, premiums and policy terms. Investment products involve risk. Values may fluctuate, and past performance does not guarantee future results.
CenterPointe Financial serves clients in Ottawa and surrounding communities from its office at 84 Centrepointe Drive, Ottawa, Ontario. Geographic references describe communities commonly served and do not imply a separate branch in every neighbourhood.