I’m a Financial Advisor in Ottawa with over 45 years of experience in the investment and wealth management industries. I specialize in helping executives make an easy financial transition to a new career.I started my career in financial services in 1973 specializing in pensions, employer benefits, insurance and estate planning. After a very successful career with a Canadian insurance and investment firm, I decided to make a career change and start my own wealth management practice. In 2007, I co-founded Ecivda Financial Planning Boutique. Ecivda is a family-owned practice. We offer personalized, hands-on service to help clients better understand their current financial situation. We provide professional advice in all areas of financial planning including cash flow management, investment analysis, risk management, insurance solutions, tax strategies, estate planning for the next generation and retirement planning. I’m proud to say that I built Ecivda from the ground up by offering quality financial advice and building long-term relationships with clients. As a financial advisor, I work with mid to late level career executives who are transitioning into a new role or career path. My goal is to build financial planning strategies that consider all aspects of your professional and personal financial life including: your pension, employer benefits, retirement savings and insurance needs. I’ll work closely with you to understand your unique concerns and create a tailored plan to help achieve your goals.If you’re an executive in the Ottawa-area and want to discuss how to transition to a new workplace, let’s talk. I can help with financial planning, insurance solutions, investment options, employer benefits and retirement savings.