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Value Proposition:
Our valued
clients have life experiences and individuality. A
financial plan is custom to each of the individual needs
and goals our clients and referrals set out to achieve.
Our services mandate years of experience in an ever
changing economic environment. Our commitment in
providing higher levels of service and long term
relationships is fundamental to our client’s success.
We follow a protocol of fact finding mediation
and coaching to help ascertain financial goals,
strategic development and a plan of action that
maintains service standards necessary to move through
this ever changing life experience.
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Our Services:
- Ascertaining insurance needs
including type of insurance and volumes
- Estate tax
planning; estate advice to implementation
- Investment
tax planning
- All forms of pension planning, i.e.
RRSPs, RRIFs, Group DPSP, group and company pension
plans
- Severance packages
- Setting up self
directed plans
- Divorce settlements, financial advice
- Building investment portfolios for wealth creation
- Educational meetings (advice)
- Sustainable wealth
protection in retirement
- Wide range of client
investment needs from $1000 to the millions.
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OSSSS: Ogden's, Strategic Solutions & Sustainability to Success through our Services
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Matt Ogden