Ottawa Wealth Advisory Group
Ottawa Wealth Advisory Group
Our History
Our founding members brought TD's full-service wealth advice offering to Ottawa 30 years ago. Established with a vision to provide personalized wealth management solutions, we have continuously evolved to meet the ever-changing needs of our clients. Our team of seasoned professionals brings together decades of experience across diverse financial disciplines, allowing us to offer comprehensive strategies tailored to each client's unique goals. Over the years, we have built a reputation for integrity, expertise, and dedication to client success. Ottawa Wealth Advisory Group has grown into a trusted resource for individuals, families, and businesses seeking to optimize their financial futures.
Achieve what truly matters to you
We offer wealth and investment management solutions to a select group of clients. Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and we understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.
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.
Trending Articles
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Money Mismatch: 4 ideas to manage your money and your relationship
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Money Mismatch: 4 ideas to manage your money and your relationship
More than half of Canadians surveyed say they would break up over a partner's spending habits. Here's why some planning and flexibility can be the foundation of a great money partnership.
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2026 resolutions: 4 things you can do now to improve your fiscal fitness
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2026 resolutions: 4 things you can do now to improve your fiscal fitness
Starting the new year on the right foot, financially, may be easier than you think. Are you ready to strengthen your wealth building muscle? Here are four ways to get your money doing some of the heavy lifting.