Turning advice inside-out .
Serving high net worth professionals, successful business owners, family-oriented & philanthropic individuals seeking strategic investment and financial planning advice.
old world views
You have different needs, dreams & goals
What is your personality style?
Conservative, Adventurous, Disciplined, Methodical, Spontaneous, Cautious, Individualist
What are your lifestyle needs?
Travelling? Focus on retiring? Enjoying your life? Looking after the grandkids? Expanding your business? Building a legacy? Passing on your business?
We are committed to providing you genuine, bias-free, investment and financial planning advice through all life stages.
our focus is on YOu
Your Life. Our Community.
Life’s most precious asset is time. We give you time.
A hands-on experience with clarity and guidance so you can be where you want to be
Like building blocks, we carefully stack your intentions and personal preferences, fitting and placing them together to establish your foundation.
The horizon for what is possible extends to all possibilities. We focus on where you want to be.
Past is old, future is new. Clarity and certainty establish signposts on the road that will get you there.
Your vision brings forward the big picture. We keep you focused to think big things and do small things that will take you there.
guidance & direction
Some talk to you in their free time. And, some free their time to talk to you.
Intangible rewards. The very centre of our purpose. We take the time.
SCHEDULE AN APPOINTMENT
Meet with us, at a time that works best for you.
Looking to speak to someone about your financial needs? Simply follow the link below and with a few easy steps you can book your appointment online.
beyond the ordinary
Our professional team has over 60 years in combined wealth, estate and financial planning expertise.
Brian P. Adams CLU, CH.F.CPartner / President Chartered Life Underwriter
Brian has a rich history with investment and insurance work, and there isn’t much he hasn’t experienced or helped clients navigate successfully. The industry was different in 1973, but some things haven’t changed. Values such as trust, honesty, and integrity. Brian also enjoys spending time with his grandchildren, beekeeping and volunteering with the Ottawa Food Bank, Heart and Stroke Foundation, Masonic Lodge, and the Sens Foundation.
Shawn A. Todd CFPPartner / Vice President Certified Financial Planner
Shawn’s a man of hard work and resilience, big into his family, and has a commitment to his craft. A CFP with a deep interest in portfolio theory, and financial planning strategies - his greatest strength is as a creative problem solver. He loves to meet with his clients and have them discuss their story, build intelligent concepts, and truly enjoys sharing his ideas. As such, his values and philosophies have been published by The Globe and Mail, and on CTV Morning News.
At the roots of every great business – is another great success story. Doreen is the inspiration behind the early beginnings to the firm. Having had a rewarding career in the advisory field – Doreen knows people, and inspires people. Doreen brings a great deal of strength and determination into her role, and in her personal life. She tries to pack as much in as she can every day, and is motivated by her children and grandchildren.
Your first impression will typically start with Jackie, who has both abundant experience and licensing, and has been a part of our team since the beginning of the company. Jackie is an extremely high energy person. She is comfortable with a variety of insurance and health strategies, and enjoys helping clients understand options. Jackie spends time giving back to the community by canvassing for the Cancer Society, Heart Foundation, Diabetes Association and enjoys supporting the Ottawa Food Bank and the Ottawa Mission.
You immediately know you are being well looked after, when you talk to Natalie. Natalie supervises wealth administration, and the client experience, from marketing touches to the feel of our onboarding. With a passion for creating innovative solutions, she brings over 20 years of business management and marketing experience to our team. With Honours in Business Management, Human Resources Management, and Marketing Management, Natalie is a highly proficient, extremely personable, and technically skilled member of our services. Natalie enjoys painting, drawing, traveling, and spending time with her family.
Corey conducts a very practical approach to Wealth Management and Estate planning. With an extremely successful background amongst some of Canada’s best hedge fund managers and investment companies, he enjoys helping business owners achieve their personal and corporate goals, manage their investment strategies, and advise them on how to achieve optimal risk-adjusted returns while maximizing after-tax income. Corey is a father, dog lover, golfer and very active with charity organizations in the region.
Winner of Ottawa West Small Business of the Year 2015 voted by our community.
Collaboration between disciplines.
We unite with purpose.
« ..Ecivda established themselves as trustworthy, competent and attentive to my specific needs…I've referred some of my trusted colleagues, associates and friends to Ecivda, and their sentiments echo mine - if you want expert, thoughtful and non-mercenary advice from professionals who put relationships first, then this is the place to go »
Adam NesrallahOwner – Ronin Intelligence
« ..Ecivda’s knowledge and professionalism have made us very comfortable working with them on the financial matters concerning our practice. They have gone to great lengths to fully explain our options and find us the best solutions for our needs. »
Dr. Evelyn & Dr. Andre St-GeorgeOwners – Gloucester and Almonte Family Optometrists
« We have now been investing with Ecivda for over 10 years and we couldn't be happier…personal approach and continual updates help streamline any business transaction we may have. They have proved to us that they remain consistent throughout all market turns giving us peace of mind for future investment opportunities. Ecivda has also come highly recommended at my company and the feedback from their services has been well received »
Jonas IsraelCaptain – Air Canada - Airbus A320
« Ecivda’s success translates into our company’s success in group benefits, investments, business succession and estate planning…I highly recommend the team at Ecivda »
Lori CavanaghVice-President – Thomas Cavanagh Construction Limited
Don’t hesitate to contact us.
Kanata, Canada, K2L 3H1 T 613-591-0337 F 613-591-0338 M-F 8:30 AM - 4:30 PM Weekends Closed