Bob  Strachan
Wealth Advisor
and Financial Planner

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Contact Information
Address
303 Dalhousie St.
Ottawa, Ontario
K1N 7E8
Phone
(613) 562-6470
(613) 562-6449
Toll-Free
1800 230-9775
Fax
(613) 562-8227
E-mail
Bob Strachan
Anka Nicol
--- Wed, 22 Feb 2012 22:09 EST ---     ECA,T  19.86  -0.04      SNC,T  47.93  -1.55      CDZ,T  22.12  0.05      FCX,X  44.12  0.15      TGT,X  52.97  0.43      NEE,X  60.18  -0.23      PEP,X  63.10  -0.04      IP,X  33.10  -0.22      CNR,T  76.34  -0.01 
OUR PHILOSOPHY:

"We believe your wealth is a precious advantage. Professionally, and with care, we help clients grow, protect, and distribute it."


OUR TEAM:

  • Bob Strachan,
    • Wealth Advisor and Financial Planner
  • Anka Nicol,
    • Investment Representative
  • Adam Abrams,
    • Marketing Associate
  • Phil Comtois,
    • Estate and Insure Advisor
  • Jon Love,
    • Estate and Insurance Advisor


    OUR BUSINESS:

    We are Ottawa based, providing advisory services to high net worth families and charitable foundations throughout Eastern Ontario.

    We specialize in the disciplines of:
  • Investment Management
  • Retirement Planning
  • Insurance Planning
  • Estate Administration
  • Philanthropic Development.

    OUR PRODUCTS AND SERVICES:

  • Architect
  • Blueprint
  • Meridian
  • ETF's


    OUR CLIENTS:

    We help business owners, corporate executives, retirees, and other high net worth individuals realize their lifelong goals. All of our clients are accumulating sizeable portfolios and seek professional advice on managing their assets and planning for their future.

    Learn more about how you can realize your financial goals through wealth management!

     

    All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.

    ** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.

    		•
    Symbol
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    Last Updated
    February 22, 2012 22:05 EST
      Last Change
     TSX Comp  12,701.26  77.90
     S&P/TSX 60  722.83  5.00
     DJIA  12,938.67  -27.02
     S&P 500  1,357.66  -4.55
     NASDAQ  2,933.17  -15.40
     Nikkei 225  9,554.00  90.98
     TSX Vent  1,684.95  6.32
     Hang Seng  21,549.28  70.56
     $CAD  100.0400  -0.2800
     London Gold  1,754.75  6.75
     WTI Oil Spot  106.28  0.03
    Source: SunGard PowerData

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