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Wealth Management That Puts People First

The Process Is Ours. The Plan Is Yours

Our Story

At 750 Southwest Financial, we believe that our story is written in the relationships that we build with our clients. With each and every person that walks through our door for support with retirement planning, insurance, or long-term care planning, we add one more line, one more page, or one more chapter.

We don’t rest on history, and we don’t rest on guarantees. Instead, we build trust through the transparency, integrity and compassion that we operate with at each step in our process.

Woman in private jet airplane

The 750 SW Financial Process

We can’t control what the market does, or what taxation decisions are made by the federal government. So instead of guarantees, we have a process that fosters secure and sustainable financial plans.

Putting People First

Anyone who calls 750 SW deserves a financial plan, no fees up-front. There is no one-size-fits all when it comes to finance, so we won’t take a cent from you or make a recommendation until we learn about your specific financial situation.

What We Do

Retirement Planning

We put your piece of mind first. The 750 Southwest process builds individualized retirement plans based on sustainable and secure strategies.

Corporate Planning

Owning a corporation is an important part of your financial identity. We believe that it deserves specific and unique attention.

Long-Term Care

Financial planning isn’t a numbers game. It’s your life, and life is unpredictable. Plan for the unpredictable with long-term care insurance.

Traditional Insurances

You shouldn’t have to wonder whether or not you’re protected against certain financial losses, you should have confidence knowing that you are.

Wealth Management

At 750 Southwest, we believe in a holistic, high-touch approach to financial planning. Our financial plans will support your circumstances and goals at each step.


It’s never too early to be forward-thinking; the best time to invest is today. At 750 Southwest we believe that every dollar has a purpose.

The Process Is Ours. The Plan Is Yours.

We believe that anyone who contacts 750 Southwest Financial or walks through our door deserves a complimentary financial plan. Let’s chat about what the future holds for you.

112 Kent St
Ottawa, ON K1P 5P2

613-748-3455 ext. 4152

Hours of Operation
Monday – Friday: 9:00 AM – 5:00 PM