My role consists in offering you the best possible solutions adapted to your needs in terms of financial security, in order to help you:

• Protect yourself should you be faced with a disability, a loss of independence or a serious illness
• Plan the financing of your projects
• Manage your debts
• Establish your financial needs at retirement
• Prepare your estate plan

Building a solid financial security plan together will help you balance all the aspects of your life by providing ways to prevent and protect against the financial risks associated with a disability, illness, loss of independence or death.

I am committed in guiding you in the achievement of your financial security goals by transforming your ambitions into concrete solutions to ensure that they are realized.

I stay on top of all the latest developments in the area of financial security planning and update my knowledge continually to ensure that I can offer the best and most current advice, with my clients’ needs front of mind.

Thanks to the support of a dynamic team and the assistance of financial service-related experts, I am able to offer you a full range of services and advice on tax and legal issues that will benefit your financial security situation.

880 Lady Ellen Place, Suite 200
Ottawa, On K1Z 5L9
Tel: 613-829-7874 | 1 877-829-7874
Fax: 613-721-9781
Cell: 613-447-8732
luc.rioux@dfsin.ca