Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Advisors & Consultants

Pat Brennan - Manulife Securities Ottawa

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

Pat Brennan - Manulife Securities Ottawa

Overview:

What We Do

Discover What We Do Differently

What We DoWorthwhile goals take time and planning to reach. To bring our clients’ long-term goals closer, we help them analyze their current financial situation and create a consolidated, cohesive financial strategy. Over time, we work with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking (through referral), and borrowing needs.

On a regular basis, we review the progress our clients are making towards their goals and make whatever adjustments required to their overall financial strategy.
Investment Planning

We have access to the required expertise to provide our clients with an in-depth investment strategy that addresses all of their needs and goals.
Retirement Planning

Registered retirement products, including RRSPs, RRIFs and annuities. Also, read about our process and strategies to help you secure your financial future.
Estate Planning

Detailing everything that you need to know about developing an overall strategy to guide all your estate planning decisions.
Insurance Planning

Insurance solutions help define your complete financial strategy and deliver on our Client Commitment to provide you with recommendations that encompass your entire financial picture.
Education Planning

Guidance on how to maximize the value of your Registered Education Savings Plans (RESPs), and information about other options.

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.