Thomson Mitar Wealth Management, Investment Advisor,Ottawa, ON

At Thomson Mitar Wealth Management, we measure our success on yours - and we work tirelessly to help you realize it, one thoughtful decision at a time. With your goals as our guide, we use our experience and passion to help you build, grow and preserve your wealth.

With decades of combined industry experience, we have the knowledge, resources and expertise to help see you through your complete wealth cycle. Our family-office approach is driven by your needs and designed to provide you with exceptional care, utmost discretion and direct access to the full breadth of sophisticated wealth solutions available through TD Wealth.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

Personalized Strategies

Portfolio Management

Your investment portfolio should be structured to help you reach your goals. Our advisor managed offering is an option that leaves the daily investment decision-making to us, so you’re free to focus on your other priorities.

Based on a personalized Investment Policy Statement, we will regularly review your investment strategy and discuss any recommended adjustments. Changes in your life, emerging economic and
market trends and opportunities, as well as Portfolio performance, will guide the ongoing portfolio management process.

Retirement Planning

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.

Estimating what you will need during retirement will involve a blend of personal reflection and number-crunching. If you’re between five to ten years away from retirement, now is the time to sit down with us and review your planning. We can help you estimate your spending and withdrawal patterns over the span of your retirement as well as facilitate your switch from asset accumulation to asset utilization, if applicable. It’s important to look at constructing a flexible, tax-efficient cash flow to pay your fixed expenses, while having a clear sense of your discretionary spending.