AWB Financial Services
2100-13b Thurston Drive, Ottawa, ON, Canada
(21)
2100-13b Thurston Drive, Ottawa, ON, Canada
(21)
Get Answers To Your Retirement Planning Questions
For most people, planning for retirement is an important goal and an integral piece of their comprehensive plans. Often times, questions about retirement planning – whether and when to retire – are the sparks to move someone to seek advice and develop a plan
21 customer reviews
Rucker Scott
Hello folks...just in 7 day's I got 8500usd from Investment of 900usd. Thanks Alice ...... I'm recommending her as heartkinded woman as you make your investment with her companies platform Email: alicewest428@gmail. com Facebook: Alice West WhatsApp: +16062680208 More...
Reviewed on Facebook
Anita Tambo
I'd invested online with $700 and i earned my profit of $7'500 right now..just a week interval of trading I made such from Alice West. I followed all procedures give to me from her company's business team and I got my payout of $7500. Contact her via: Email: alicewest428@gmail.com WhatsApp: +16062680208 this is a chance for you to make contact with her platform and make your investment asap. More...
Reviewed on Facebook
Jeremy Pravin
You're a great boss and mentor. Thank you for helping me out; I really appreciate your kindness and support. Email; judygelle7@gmail. com. or WhatsApp +1(660)279-0881 best forex account manager invest now with full trust,, I started with $400 and earn $4,020 on every trade.. More...
Reviewed on Facebook
Frederic Morin
Andrew gave a clear plan for my retirement and fixed my cash flow issues. Now I can pay off my mortgage faster and have extra money every month. You need to see him right now if you have a mortgage, debt and no savings plan. More...
Reviewed on Facebook
Paulette Mignault
Reviewed on Facebook
Arnie Cartier
Reviewed on Facebook
Amanda Kowalczyk
Reviewed on Facebook
DinhThi Ho
Reviewed on Facebook
Anita Humphries
Reviewed on Facebook
Hilda Denis
Reviewed on Facebook
Mona Emmett
Reviewed on Facebook
Molly Ann
Absloutely fantastic, he made a huge difference for our plans for retirement.
Reviewed on Facebook
Cristina Ora
Reviewed on Facebook
Daniel Rodolfo
Reviewed on Facebook
Charles Foster
Reviewed on Facebook
Lisa White
Best financial advisor in Ottawa. With his help he helped us save a ton of money and pay off our mortgage 10yrs earlier than we had expected. If you have a mortgage and debt you need to see him. More...
Reviewed on Facebook
John Bergeron
Thank you for explaining RESP to me and my wife and helping set up one for our son.
Reviewed on Facebook
Joyce Santucci
Reviewed on Facebook
Rham Shahsaah
Reviewed on Facebook
Tom Trudel
Andrew's financial advice over the past 4 years has made me money, saved on taxes and provided me with easy solutions to improve my financial situation. I received poor service and no advice from my bank over the years and thankfully Andrew has been able to turn everything around for me. More...
Reviewed on Facebook
Wesley Parsons
Andrew really helped me get organized for my retirement. Thanks to him I can relax and enjoy myself.
Reviewed on Facebook
What do you love most about your job?
Helping people by taking the financial stress and anxiety away from them. Turning around a families financial situation and providing them a plan for the future.
What inspired you to start your own business?
Andrew is a licensed Life Insurance Broker and Registered Retirement Consultant-RRC® helping Ottawa and Orleans families since 2011. Combining this with his previous career at the Canada Revenue Agency and a Business Diploma from Algonquin College, enables him to help a wide range of individuals, families and businesses.
Why should our clients choose you?
I advise clients on how best to save, invest, and grow their money. I can help you with a specific financial goal—such as readying yourself to buy a house—or give you a macro view of your money and the pieces of your various assets. I specialize in retirement and estate planning, however I also consult on a range of financial matters.
Can you provide your services online or remotely? If so, please add details.
I can service clients over the phone or video conferencing.
What changes have you made to keep your customers safe from Covid-19?
Meeting with clients over the phone or video conferencing and using online signature software.
Group Health and Dental
I can find your business the best bang for your buck health and dental plan.
Annuities
I can find you the best Annuity rates in Canada.
RETIREMENT & ESTATE PLANNING
Get a sound strategy and written retirement plan to help manage and invest your assets, maximize your retirement income and provide a detailed look at the estate planning process and the many considerations and strategies involved in developing an estate plan.
FINANCIAL PLANNING & INVESTMENTS
With my planning process we sit down together and look at all the pieces of your financial puzzle. I then ask, "What do you want your financial Big Picture to look like?". I put the pieces together to make a complete picture so that you can retire to your something, not just from something.
CASH FLOW & INCOME TAX PLANNING
Sound financial advice is based on more than just your income level or the types of asset classes you invest in. For most individuals and families, money is a limited resource. Your financial objectives & goals must be prioritized and your cash flow allocated accordingly.
LIFE, CRITICAL ILLNESS & DISABILITY INSURANCE
If something happened to you, you want to be certain you have the right coverage to protect your family, your lifestyle and everything you’ve worked hard to achieve. But there’s a lot to consider when buying insurance. What type of coverage is right for you? How much is enough?
Group RRSP & Pensions Plans
I can help your business set up an employee RRSP or pension plan.
