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Our Services:  (Click here to read our blogs)
  • 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.

 

 

 

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.

 

 
OSSSS: Ogden's, Strategic Solutions & Sustainability to Success through our Services

Saving can begin at any age, Retiring depends on you saving

Please look at our Guaranteed Growth Savings Video to help you on your journey.

Copyright Ogden Financial Planners Ltd. All rights reserved. www.ogdenfinancial.com

Matt Ogden

Brian Ogden