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Edward Ortiz - Mutual Fund Advisor - Life and Health Insurance Advisor - Desjardins - DFSIN
Edward Ortiz
Life and Health Insurance Advisor
Investment Fund Advisor*
Office:613-829-8855 ext. 272
Fax:613-721-9781
Toll Free:1-877-829-7874
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Edward Ortiz

Life and Health Insurance Advisor
Investment Fund Advisor*

"I understand your goals and dreams are as unique as you are."

Whether you’re starting a new family, preparing for retirement, or running a business, using an integrated planning process I will work with you or your business to build a customized financial security plan that best fits your needs, helps you manage risk and brings your goals within reach.

After evaluating your needs, risk tolerance and life stage, I will recommend products and services that best help you achieve your goals.

Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists, I can help you make sense of your options.

Edward Ortiz