is the day to start planning for the goals that matter most


is the time to make sure your family is covered for life


is up to you,
and we can help you get there

Your financial well-being matters.

Designing realistic Wealth Strategies that create future peace of mind.

Today's Financial Concerns

Here are seven crucial keys and principles to attaining financial success!

What We Can Do For You

financial advice
Financial Advice

Comprehensive and objective advice for all your financial questions

investment planning
Investment Planning and Strategy

Professionally managed, and customized to your situation

business advice
Business Advice

Complete business advice service that covers from idea creation to cash flow forecasting

retirement planning
Retirement Planning

We can help you carefully consider your financial strategy for retirement

About Us

Our advice philosophy is simple — we put YOU first

  • As an independent advisor, we do not have a vested interest in specific products or services that can bias our judgment or recommendations.
  • We are a boutique firm and we thrive on building long-term relationships with our clients.
  • Ottawa Business Link prides itself in working as a team — both internally and with you — offering as much or as little hand holding as you need.
  • We are knowledgeable enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalized services to our clients.

How to Get Started?

To be an effective partner, we need to know you and your goals

get in touch

The best way to get started is to simply phone, or contact us via email or contact form

initial meeting

It helps us to get know each other and ascertain whether our service will be of benefit for you

if you decide to proceed…

We set up a second meeting, which is the start of the planning process…

Tailored Advice for Complex Lives

Ottawa Business Link took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. Their strategies & advice have been clearly articulated & have placed my wife & I at ease.


Guidance towards Secure Retirement

They listened to what I want to achieve for a secure retirement & have guided me towards an investment plan which is balanced for growth & security. They have been extremely helpful, and very practical.


First Class Financial Advice

Ottawa Business Link have a formidable background in financial planning. They complement each other in providing first class financial advice. Their honesty, integrity & sincere interest in securing a financial future for their clients makes them a standout group.