Tax and Estate Planning

The single biggest cause of the erosion of wealth is tax. The Canada Revenue Agency is clear on what it requires of all of us. At the same time, tax laws tend to favour business owners and those who support charitable organizations. Having a deep understanding of how tax works in Canada can be a tremendous asset when it comes to getting the most out of the value of your assets, and transitioning wealth between generations. Planning for your estate, and planning how to optimally work with your wealth is a critical component of solid wealth and risk management.

 

"I needed to get some life and health insurance plans in place so I could protect myself, my family and my business. Rob’s recommendations turned into a really wise choice for us. He followed up quickly and has stuck with us – he’s not the kind of person that just does a project and then you never see him again. He continues to tend to our best interests."

Steve Moffatt, Owner
Moffatt Group of Companies

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Contact Carleton Financial Services

Office Location
300-68 Chamberlain Avenue
Ottawa, ON
K1S 1V9

Phone /Fax
Tel: 613-231-7700
Toll Free: 888-840-9991
Fax: 613-231-7744

Phone Extensions & Email Addresses

Rob Dempster, Managing Partner ext 225 rob@carletonfs.com
Andrea Morrissy, CFP, CHS,  Director of Operations ext 222 andrea@carletonfs.com
Miranda Carson, Customer Service Representative ext 227 miranda@carletonfs.com
     
Ken Guarisco, CFP, Founding Partner ext 224 ken@carletonfs.com
Marci Perreault, FLMI, CFP, CHS, CDFA ext 223 marci@carletonfs.com
Amy Archambault, Executive Assistant ext 221 amy@carletonfs.com
     

The Carleton Financial Services Office Location

Driving Instructions

From Airport - Follow the Airport Parkway north into Ottawa. The Airport Parkway turns into Bronson Avenue. Continue on Bronson until you reach Chamberlain Avenue (at the Drummond’s Gas). Turn right onto Chamberlain. Continue on Chamberlain for 2 blocks. Our office is just after Lyon Street on the south side of the street, red brick building.

From Queensway - Exit Queensway at Bronson Avenue. Head South on Bronson and take the first left onto Chamberlain (at the Drummond’s Gas). Continue on Chamberlain for 2 blocks. Our office is just after Lyon Street on the south side of the street, red brick building.

Parking

Parking is free for our clients; there are six spots in front of our building. If these are not available, there is additional free street parking on Lyon Street.

Click here for map.