Life’s Uncertainties, Planned

We’ve been providing financial services in a sincere, sensible, and straightforward manner to the Ottawa area for over 50 years.

Everyone deserves to sleep well at night

For a lot of people, the mere thought of their financial future is anything but reassuring. With over 50 years of industry experience, our dedicated, personable, and small team is ready to ease those worries, and find the best path forward for you, your business, and your family.

Our Approach

Sincere

We endeavour to create sincere, genuine relationships with our clients. This not only improves our work, but creates an additional layer of shared trust and comfort that our larger competitors just can’t match.

Sensible

We’ve been in this industry for over 50 years. You don’t last that long without a clear track record of sensible, intelligent financial planning and management that delivers results.

Straightforward

We’re not interested in fluff or being overly verbose. We know what we’re doing, and we’ll help you reach your goals in a clear, easy-to-understand manner.

Who We Help

  • A white man sitting at a desk on the phone with laptop and coffee

    Individuals

    It’s never too early to start planning for your financial future. Whether you’re in your first job, or looking to save for the next big step, we know how to maximize your potential so you can enjoy life how you’ve always intended to.

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  • Man and women looking down at laptop surrounded by textile samples

    Business Owners

    Your business is always adapting to the latest market changes, so your financial plan should too. From corporate structure to employee benefits, we help set your business up to grow and prosper with ease.

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  • A father and mother cooking with their young child in the kitchen

    Families

    Whether you’re just starting a family or are empty nesters, having a robust financial plan that includes retirement strategies, family trusts, and estate plans can set you and your children up for a life of stress-free living.

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  • Man playing golf, holding his finish after a swing

    Retirees

    Whether you’re ready to retire, or are already well underway, we know how to define, protect, and maximize your potential so you can continue to enjoy life how you’ve always intended to.

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Our Services

We offer a suite of wealth management services through CI Assante Wealth Management, alongside boutique insurance and estate services offerings.

CI Assante Wealth Management KenMar Financial Services Logo
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Recent Journal Articles

Articles
Talking to your Significant Other about Money
Talking to your Significant Other about Money

Relationships depend on trust, and yet research consistently shows that couples aren’t always completely open with each other about their finances.

Five Items Often Overlooked in a Will
Five Items Often Overlooked in a Will

Each loyalty program has its own rules about whether points can be transferred to a beneficiary, so check your programs’ policies. When allowed, list the loyalty program in your will and name the beneficiary of the points.

Navigating the Retirement Risk Zone is Personal
Navigating the Retirement Risk Zone is Personal

It’s called the retirement risk zone—the period of several years before your retirement date and the initial years of your retirement. The risk is a severe market downturn and its impact on your retirement savings.

Your future in good hands.
Only a step away.

Looking for financial advice and don’t know where to start? We’re here for you.