Ecivda Financial Planning Boutique
60Developing68 Chamberlain Ave. #200, Ottawa, ON K1S 1V9, Canada
About
Ecivda Financial Planning Boutique is a local financial planning provider in Ottawa, Ontario. Details below come from public business listings, confirm credentials, registration, and fit directly before booking.
Senior Care Path Summary
Who This Provider Is Best For
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
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
Location
68 Chamberlain Ave. #200, Ottawa, ON K1S 1V9, Canada
Also serves
- Ottawa and surrounding areas