Think Forward. Planning right to left.
Ottawa, Ontario
We specialize in helping growth-minded individuals, business owners, & entrepreneurs in the areas of individual and corporate wealth, investment, employee, and estate planning. Turning Advice Inside Out. An award winning team - dedicated to the financial planning process and bring old world values to you with modern ideas. Ecivda Financial is Advice. Business owners and professionals seeking assistance with financial planning matters regularly turn to Ecivda for assistance with both their personal and corporate needs. Find us on the web at www.ecivda.com
Hybrid · Ottawa
The Financial Planner will provide personalized financial planning services by analyzing client goals and developing tailored investment and retirement strategies. They are responsible for monitoring client portfolios, updating financial plans, and maintaining accurate documentation in compliance with regulatory requirements.