Overview

Services

Individuals and families in and around Ottawa consistently choose Plum Financial Group for investment services because we are known for our ability to exceed expectations.  We have compiled a strong management team that offers personalized services to our clients. 

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Overview

Individuals and families in and around Ottawa consistently choose Plum Financial Group for investment services because we are known for our ability to exceed expectations.  We have compiled a strong management team that offers personalized services to our clients. 

Services

Retirement Income Planning

Financial Planning

Private Wealth Management

Alternative Investing

Risk Management & Insurance

Estate Planning

Debt Strategies

Let us Help you Find Financial Peace of Mind

Schedule a Free Financial Consultation with our Ottawa Financial Advisors. Call us at 613-234-8034 or email us at info@plumfinancialgroup.com for further information.

Contact Us

As independent financial advisors, Plum Financial serves Ottawa residents with a wide variety of options based on each person’s individual needs.  We work with our clients to design the best plan based on their unique circumstances.

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Our Location

Our Address: 329 Waverley St, Ottawa, ON K2P 0V9, Canada
Phone: (613) 234-8023

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