Ecivda Financial Planning Boutique
78Good68 Chamberlain Ave. #200, Ottawa, ON K1S 1V9, Canada
- Virtual appointments
About
Ecivda Financial Planning Boutique is a financial planning firm in Ottawa serving high net worth professionals, business owners, and families with investment and retirement planning advice.
Senior Care Path Summary
Ecivda offers retirement and income planning alongside investment advice for all life stages. The team provides advice on business succession and legacy planning, topics vital to retiring business owners. They emphasize a forward-thinking, advice-centred approach delivered with integrity and care, using technology combined with personalized guidance.
Services include retirement planning, income strategy, business owner succession planning, and family wealth advice. The firm meets clients at their location of choice and offers online booking for appointments, with a focus on understanding each client's unique goals and lifestyle needs.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retiring business owners planning succession
- Professionals seeking retirement income planning
- Couples mapping their financial future
- Families building a legacy
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google4.9
52 Google reviews
Most recent reviews
Veronique Girard
3 months ago · via Google
I had my first meeting with Paskal last week and I was really impressed with him. I had contacted him about an existing insurance policy, just a quick question. He took the time to answer my question, but he also mentioned some concerns he had about my RRSPs. At the end of the meeting, we had covered my insurance needs, improved my investments and I had a concrete idea of my retirement timeline. He didn’t try to sell me policies I didn’t need, he wasn’t pushy about being more aggressive with my investments and he didn’t ask me to make any compromises to my current lifestyle. He listened and gave me exactly what I needed (plus the confidence boost I needed to move forward). 5 stars for sure.
Angus Gillis
5 months ago · via Google
My wife and I are relatively new to investing and were initially a little nervous. After meeting with Brian and Mike any uncertainty that we may have had was quickly replaced with peace of mind and confidence that they were completely in tune to our needs and expectations. We have never once regretted our choice to go with the Ecivda team. Everyone we have had contact with has been patient and gracious in answering our many questions, and we appreciate the time they commit to us. We have never felt like a number or a client, they always treat us like family. So much so, our son has also moved his investments to Ecivda. We would like to send a special shout out to Stephanie, who was especially helpful over the Christmas holidays. Angus and Kathy
Robert Reid
a year ago · via Google
Having started only recently with financial planning (better late than never), Ecivda was recommended to me through a business associate a few months ago. After doing some research and making a phone call to them, I can honestly say that I am very impressed and pleased that this has been the route I've decided to take. They have helped me understand the process, been there to answer all of my questions, and have suggested ways to help me maximize my investments. Having been in business myself for almost 40 years, I have learned that you need to spend money to make money. Their rates are very reasonable and I do not lament paying them for such exceptional knowledge and service. I am looking forward to a long and prosperous relationship with Ecivda as we navigate together these uncertain times. Full speed ahead!
Summary of Google Reviews
Summarized by Senior Care Path from Ecivda Financial Planning Boutique's Google rating and recent reviews. Confirm specifics with the provider.
Ecivda Financial Planning Boutique holds an excellent 4.9-star rating across 52 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.
Most common praise
- Caring, attentive staff
- Warm, welcoming community
- Responsive, helpful communication
- A safe, reassuring environment
Services
Licenses & Registrations
- Certified Financial Planner (CFP)
- Registered Financial Advisor (RFRA)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
- English
Frequently Asked Questions
What services does Ecivda Financial Planning Boutique offer?
Ecivda Financial Planning Boutique is a financial planning provider in Ottawa, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
Does Ecivda Financial Planning Boutique offer virtual or telehealth appointments?
Yes. Ecivda Financial Planning Boutique indicates it offers virtual or telehealth appointments, so some visits can happen from home by phone or video. Ask which services are available virtually when you contact them.
What languages does Ecivda Financial Planning Boutique speak?
Staff at Ecivda Financial Planning Boutique are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Ecivda Financial Planning Boutique?
You can call Ecivda Financial Planning Boutique directly at (613) 591-0337, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Ottawa. It is free, with no pressure.
Is Ecivda Financial Planning Boutique verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
68 Chamberlain Ave. #200, Ottawa, ON K1S 1V9, Canada
Also serves
- Ottawa, Ontario