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    How’s your
    relationship
    with your
    financial planner?

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

modern approach

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.

Philosophy

A hands-on experience with clarity and guidance so you can be where you want to be

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    Your
    foundation

    Like building blocks, we carefully stack your intentions and personal preferences, fitting and placing them together to establish your foundation.

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    The
    horizon

    The horizon for what is possible extends to all possibilities. We focus on where you want to be.

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    The
    road ahead

    Past is old, future is new. Clarity and certainty establish signposts on the road that will get you there.

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    The
    right path

    Your vision brings forward the big picture. We keep you focused to think big things and do small things that will take you there.

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    guidance & direction

    Some talk to you in their free time. And, some free their time to talk to you.

Philanthropy.

Intangible rewards. The very centre of our purpose. We take the time.

Extending relationships
beyond the ordinary

Our professional team has over 60 years in combined wealth, estate and financial planning expertise.

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    Brian P. Adams CLU, CH.F.C

    Partner / 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.

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    Shawn A. Todd CFP

    Partner / 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.

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    Doreen E. Todd

    Account Executive  

    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.

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    Jacqueline A. Boulos

    Business Administrator  

    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.

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    Arthur H. Yrenaya

    Financial Security Advisor For further affiliation details

    You know when you meet Arthur he’s here to make a difference. As a leader in his community, a father and husband, Arthur dedicates his time working with clients at various stages of life; from young professionals, growing families, to those seeking sustainable retirement income. Arthur is highly connected to his community. He passionately supports the Canadian Blood Services, the Ottawa Food Bank and actively serves the Ottawa Roman Catholic archdioceses. Arthur is currently completing his CFP designation.

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    Matthew C. Shipley CFP

    Certified Financial Planner For further affiliation details

    It’s hard to find someone more committed to creating innovative solutions and simplifying complex issues than Matt. As a CFP, his passion for working with business owners, charities, and estate planning comes from a rich family history in financial services; with relatives practicing across the country. His enjoyment of interacting with people is evident in his time with his family, on the golf course, and as a connector of community leaders in the Ottawa area.

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    Krystina K. Fletcher

    Administrative Assistant  

    Not everyone has as much passion for numbers as Krystina. With her accounting background, Krystina is a strong part of the Ecivda investment arm, and she really enjoys making sure everything is concise, and seamless. Krystina really respects working with clients, and strives to make sure they know that she’s there to help them. Krystina has volunteered her time as a leader in Stittsville Scouts, community clean ups, and with the Food Bank.

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    Ali Wilcox

    File Clerk  

    Ali arrives at work early every time, and it’s really because she enjoys bringing her positive spirit, and being a valued member of our team. She is extremely active and fit, and enjoys taking workout classes like Zumba, Yoga and Swimming. Her diligence and work ethic is extremely strong, and one of her largest goals is to continue creating a fuller, more independent life for herself. Ali strives to be a strong member of the community.

Winner of Ottawa West Small Business of the Year 2015 voted by our community.

Collaboration.

Collaboration between disciplines.
We unite with purpose.

Testimonials

  • « ..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 Nesrallah

    Owner – 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-George

    Owners – 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 Israel

    Captain – 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 Cavanagh

    Vice-President – Thomas Cavanagh Construction Limited

Contact

Don’t hesitate to contact us.

260 Hearst Way, Suite 102
Kanata, Canada, K2L 3H1 T 613-591-0337 F 613-591-0338 advice@ecivda.com M-F 8:30 AM - 4:30 PM Weekends Closed