RETIREMENT PLANNING

With the help of a professional financial advisor, you will develop strategies to grow your financial portfolio and secure your future.

Succession and Estate Planning

Our experienced estate specialists help you navigate through the estate planning maze.

GICs

Reduce your overall portfolio risk and provide consistent returns.

Mutual Funds

A group of stocks, bonds, and other investments managed by an investment company.

Segregated Funds

Investment funds offered by life insurance companies.

TFSAs

A flexible, registered account with annual contribution limits.

RRSPs

Allow your money to grow tax-deferred and take advantage of immediate tax reductions.

RRIFs

Transfers of RRSPs paid out no less than a calculated minimum amount each year.

RESPs

An effective way to save for your child's post-secondary education.

Request a Review

Contact a Scrivens' financial planner to get started with a review of your portfolio.

Ken Browness

Ken Browness

Financial Planner

kbrowness@scrivens.ca

Stephan Smith

Stephan Smith

Financial Advisor

ssmith@scrivens.ca

270 MacLaren Street

Ottawa, ON K2P 0M3

Scrivens is an Ottawa insurance broker and investment advising firm offering complete risk management assessments for businesses of all sizes, families, and individuals. We have been offering advice-based services in Ottawa since 1930.

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Insurance Brokers Association of Ontario

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